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
$4.83B
AUM Growth
+$563M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,061
New
Increased
Reduced
Closed

Top Buys

1
+$52.5M
2
+$50.1M
3
+$39M
4
LOW icon
Lowe's Companies
LOW
+$32.6M
5
AZO icon
AutoZone
AZO
+$22.2M

Top Sells

1
+$46.2M
2
+$35M
3
+$30.5M
4
HON icon
Honeywell
HON
+$22.6M
5
PII icon
Polaris
PII
+$20.1M

Sector Composition

1 Technology 32.36%
2 Healthcare 13.82%
3 Financials 12.93%
4 Consumer Discretionary 9.38%
5 Industrials 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$34.4K ﹤0.01%
200
652
$34.1K ﹤0.01%
360
653
$34K ﹤0.01%
1,925
654
$33.8K ﹤0.01%
100
655
$33.7K ﹤0.01%
909
-360
656
$33.4K ﹤0.01%
400
657
$33.1K ﹤0.01%
400
658
$33.1K ﹤0.01%
325
659
$32.8K ﹤0.01%
1,121
660
$32.6K ﹤0.01%
179
-18
661
$32.5K ﹤0.01%
1,700
662
$32.4K ﹤0.01%
800
663
$32.3K ﹤0.01%
505
664
$32.2K ﹤0.01%
2,850
665
$32.2K ﹤0.01%
110
666
$31.8K ﹤0.01%
5,000
667
$31.5K ﹤0.01%
435
+284
668
$31K ﹤0.01%
1,000
-20
669
$31K ﹤0.01%
718
670
$30.9K ﹤0.01%
400
671
$30.9K ﹤0.01%
227
672
$30.7K ﹤0.01%
1,362
673
$30.6K ﹤0.01%
500
-340
674
$30.3K ﹤0.01%
6,000
675
$29.7K ﹤0.01%
761
25 26
27
28 29