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
701
$25.2K ﹤0.01%
785
702
$24.6K ﹤0.01%
140
703
$24.3K ﹤0.01%
300
704
$24.3K ﹤0.01%
+437
705
$24.2K ﹤0.01%
896
706
$24.1K ﹤0.01%
150
707
$24K ﹤0.01%
810
708
$24K ﹤0.01%
756
709
$23.9K ﹤0.01%
295
710
$23.8K ﹤0.01%
338
711
$23.6K ﹤0.01%
400
-100
712
$23.5K ﹤0.01%
200
713
$23.2K ﹤0.01%
1,309
714
$23.1K ﹤0.01%
170
715
$23.1K ﹤0.01%
89
716
$22.9K ﹤0.01%
1,601
+15
717
$22.5K ﹤0.01%
556
718
$22.5K ﹤0.01%
897
-1,188
719
$22.4K ﹤0.01%
131
-131
720
$22.3K ﹤0.01%
350
-200
721
$22.1K ﹤0.01%
1,192
722
$22K ﹤0.01%
1,794
-1,493
723
$21.9K ﹤0.01%
336
724
$21.8K ﹤0.01%
700
725
$21.3K ﹤0.01%
438
+53
27 28
29
30 31