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
$4.02B
AUM Growth
+$373M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,023
New
Increased
Reduced
Closed

Top Buys

1 +$41.2M
2 +$21.6M
3 +$16.2M
4
CVS icon
CVS Health
CVS
+$15M
5
AME icon
Ametek
AME
+$14M

Top Sells

1 +$53.4M
2 +$29.9M
3 +$20M
4
GNRC icon
Generac Holdings
GNRC
+$8.05M
5
JPM icon
JPMorgan Chase
JPM
+$6.16M

Sector Composition

1 Technology 23.88%
2 Healthcare 23.21%
3 Financials 12.51%
4 Consumer Discretionary 9.74%
5 Industrials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$19.3K ﹤0.01%
248
677
$19.1K ﹤0.01%
1,502
678
$19K ﹤0.01%
1,219
679
$18.9K ﹤0.01%
800
680
$18.9K ﹤0.01%
142
681
$18.9K ﹤0.01%
1,100
682
$18.4K ﹤0.01%
410
683
$18.4K ﹤0.01%
600
684
$18.4K ﹤0.01%
2,436
685
$18.4K ﹤0.01%
225
-58
686
$17.9K ﹤0.01%
407
687
$17.9K ﹤0.01%
1,309
688
$17.6K ﹤0.01%
868
689
$17.5K ﹤0.01%
350
690
$17.5K ﹤0.01%
537
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691
$17.3K ﹤0.01%
200
692
$17.3K ﹤0.01%
198
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$17.3K ﹤0.01%
651
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$17.2K ﹤0.01%
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695
$17K ﹤0.01%
600
696
$16.9K ﹤0.01%
10,000
697
$16.7K ﹤0.01%
790
698
$16.5K ﹤0.01%
290
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699
$16.5K ﹤0.01%
215
700
$16.5K ﹤0.01%
191