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
726
$21.3K ﹤0.01%
1,000
727
$21.3K ﹤0.01%
166
728
$21.2K ﹤0.01%
+800
729
$21.2K ﹤0.01%
500
730
$21K ﹤0.01%
+200
731
$20.8K ﹤0.01%
500
732
$20.6K ﹤0.01%
1,502
733
$20.5K ﹤0.01%
191
734
$20.3K ﹤0.01%
249
735
$20.2K ﹤0.01%
600
736
$20.2K ﹤0.01%
200
737
$20.1K ﹤0.01%
1,700
-800
738
$19.6K ﹤0.01%
600
739
$19.5K ﹤0.01%
500
740
$19.5K ﹤0.01%
1,918
741
$19.4K ﹤0.01%
300
742
$19.3K ﹤0.01%
120
743
$19.1K ﹤0.01%
100
744
$19.1K ﹤0.01%
300
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$18.9K ﹤0.01%
260
-500
746
$18.8K ﹤0.01%
460
747
$18.8K ﹤0.01%
2,436
748
$18.8K ﹤0.01%
796
-564
749
$18.8K ﹤0.01%
100
-22
750
$18.7K ﹤0.01%
1,000
28 29
30
31 32