HPC

HM Payson & Co Portfolio holdings

AUM $6.95B
1-Year Est. Return 24.32%
This Quarter Est. Return
1 Year Est. Return
+24.32%
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
+$47.7M
2
+$19.5M
3
+$16.4M
4
NKE icon
Nike
NKE
+$15.4M
5
LRCX icon
Lam Research
LRCX
+$15.1M

Top Sells

1
+$10.1M
2
+$9.43M
3
+$9.22M
4
CSX icon
CSX Corp
CSX
+$9.14M
5
MAR icon
Marriott International
MAR
+$7.89M

Sector Composition

1 Technology 24.15%
2 Healthcare 17.41%
3 Financials 12.89%
4 Consumer Discretionary 10.47%
5 Industrials 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$19K ﹤0.01%
+679
652
$19K ﹤0.01%
+540
653
$19K ﹤0.01%
400
-420
654
$19K ﹤0.01%
4,000
-1,000
655
$19K ﹤0.01%
285
656
$19K ﹤0.01%
4,210
657
$19K ﹤0.01%
631
658
$19K ﹤0.01%
+450
659
$19K ﹤0.01%
+2,110
660
$19K ﹤0.01%
1,250
661
$19K ﹤0.01%
240
662
$18K ﹤0.01%
668
663
$18K ﹤0.01%
250
-200
664
$18K ﹤0.01%
298
-56
665
$18K ﹤0.01%
1,072
666
$18K ﹤0.01%
1,501
667
$18K ﹤0.01%
1,563
668
$18K ﹤0.01%
915
669
$18K ﹤0.01%
200
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670
$18K ﹤0.01%
410
671
$18K ﹤0.01%
602
-4,324
672
$18K ﹤0.01%
993
673
$17K ﹤0.01%
+1,000
674
$17K ﹤0.01%
116
675
$17K ﹤0.01%
756
25 26
27
28 29