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
751
$17K ﹤0.01%
315
-27
752
$17K ﹤0.01%
233
753
$17K ﹤0.01%
217
754
$17K ﹤0.01%
860
755
$16K ﹤0.01%
170
756
$16K ﹤0.01%
368
757
$16K ﹤0.01%
421
758
$16K ﹤0.01%
750
759
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500
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417
761
$15K ﹤0.01%
95
762
$15K ﹤0.01%
191
763
$15K ﹤0.01%
650
764
$15K ﹤0.01%
+1,076
765
$15K ﹤0.01%
100
766
$15K ﹤0.01%
894
767
$15K ﹤0.01%
204
768
$14K ﹤0.01%
1,000
769
$14K ﹤0.01%
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770
$14K ﹤0.01%
600
-1,400
771
$14K ﹤0.01%
231
772
$14K ﹤0.01%
26
773
$14K ﹤0.01%
55
+25
774
$14K ﹤0.01%
1,000
775
$14K ﹤0.01%
85
29 30
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32 33