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
676
$29.6K ﹤0.01%
1,168
677
$29.5K ﹤0.01%
+279
678
$29K ﹤0.01%
50
679
$28.7K ﹤0.01%
237
-6
680
$28.6K ﹤0.01%
648
681
$28.5K ﹤0.01%
1,919
-1,056
682
$28.4K ﹤0.01%
375
-100
683
$28.4K ﹤0.01%
37,525
684
$28.3K ﹤0.01%
394
685
$28.2K ﹤0.01%
860
686
$27.7K ﹤0.01%
+1,810
687
$27.7K ﹤0.01%
505
688
$27.1K ﹤0.01%
740
689
$27.1K ﹤0.01%
1,000
690
$27K ﹤0.01%
1,500
-125
691
$27K ﹤0.01%
753
-65
692
$26.9K ﹤0.01%
412
693
$26.3K ﹤0.01%
760
-40
694
$26.2K ﹤0.01%
618
-600
695
$26K ﹤0.01%
300
696
$25.9K ﹤0.01%
800
697
$25.6K ﹤0.01%
300
698
$25.6K ﹤0.01%
800
699
$25.4K ﹤0.01%
1,305
700
$25.3K ﹤0.01%
200
-104
26 27
28
29 30