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
$2.84B
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,008
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.3M
3
+$10.7M
4
AMT icon
American Tower
AMT
+$6.69M
5
FIS icon
Fidelity National Information Services
FIS
+$6.49M

Top Sells

1
+$32.9M
2
+$18.5M
3
+$9.25M
4
DFS
Discover Financial Services
DFS
+$8.83M
5
CSX icon
CSX Corp
CSX
+$7.59M

Sector Composition

1 Technology 21.96%
2 Healthcare 14.49%
3 Financials 14.06%
4 Consumer Discretionary 11.2%
5 Industrials 10.58%
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%
756
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%
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740
$19K ﹤0.01%
505
741
$18K ﹤0.01%
+177
742
$18K ﹤0.01%
400
743
$18K ﹤0.01%
410
744
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190
+100
745
$18K ﹤0.01%
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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
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