HPC

HM Payson & Co Portfolio holdings

AUM $7.09B
1-Year Est. Return 27.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.55B
AUM Growth
-$568M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,000
New
Increased
Reduced
Closed

Top Buys

1
+$47M
2
+$21.5M
3
+$18.2M
4
LRCX icon
Lam Research
LRCX
+$18.1M
5
NKE icon
Nike
NKE
+$17.4M

Top Sells

1
+$13.1M
2
+$12.3M
3
+$11.9M
4
TXN icon
Texas Instruments
TXN
+$11.3M
5
CSX icon
CSX Corp
CSX
+$11.2M

Sector Composition

1 Technology 24.15%
2 Healthcare 17.41%
3 Financials 12.89%
4 Consumer Discretionary 10.47%
5 Industrials 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$19K ﹤0.01%
+540
652
$19K ﹤0.01%
400
-420
653
$19K ﹤0.01%
4,000
-1,000
654
$19K ﹤0.01%
285
655
$19K ﹤0.01%
4,210
656
$19K ﹤0.01%
631
657
$19K ﹤0.01%
+450
658
$19K ﹤0.01%
+2,110
659
$19K ﹤0.01%
1,250
660
$19K ﹤0.01%
240
661
$18K ﹤0.01%
668
662
$18K ﹤0.01%
250
-200
663
$18K ﹤0.01%
298
-56
664
$18K ﹤0.01%
1,072
665
$18K ﹤0.01%
1,501
666
$18K ﹤0.01%
1,563
667
$18K ﹤0.01%
915
668
$18K ﹤0.01%
200
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669
$18K ﹤0.01%
410
670
$18K ﹤0.01%
602
-4,324
671
$18K ﹤0.01%
993
672
$17K ﹤0.01%
+1,000
673
$17K ﹤0.01%
116
674
$17K ﹤0.01%
793
675
$17K ﹤0.01%
639
25 26
27
28 29