HPC

HM Payson & Co Portfolio holdings

AUM $7.09B
1-Year Est. Return 27.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.84B
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,008
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.5M
3
+$10.3M
4
AMT icon
American Tower
AMT
+$6.6M
5
FIS icon
Fidelity National Information Services
FIS
+$6.49M

Top Sells

1
+$32.7M
2
+$18.2M
3
+$9.11M
4
DFS
Discover Financial Services
DFS
+$8.99M
5
CSX icon
CSX Corp
CSX
+$7.65M

Sector Composition

1 Technology 21.95%
2 Healthcare 14.49%
3 Financials 14.06%
4 Consumer Discretionary 11.2%
5 Industrials 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$20K ﹤0.01%
150
727
$20K ﹤0.01%
+252
728
$20K ﹤0.01%
1,654
729
$20K ﹤0.01%
1,100
730
$20K ﹤0.01%
793
731
$20K ﹤0.01%
140
732
$20K ﹤0.01%
+673
733
$20K ﹤0.01%
1,000
734
$19K ﹤0.01%
+1,399
735
$19K ﹤0.01%
400
736
$19K ﹤0.01%
134
737
$19K ﹤0.01%
557
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738
$19K ﹤0.01%
500
-400
739
$19K ﹤0.01%
+468
740
$19K ﹤0.01%
505
741
$18K ﹤0.01%
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742
$18K ﹤0.01%
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743
$18K ﹤0.01%
400
744
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410
745
$18K ﹤0.01%
190
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746
$18K ﹤0.01%
800
747
$18K ﹤0.01%
+1,078
748
$17K ﹤0.01%
200
749
$17K ﹤0.01%
300
750
$17K ﹤0.01%
125
+25
28 29
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