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
776
$14K ﹤0.01%
1,000
777
$13K ﹤0.01%
+955
778
$13K ﹤0.01%
+230
779
$13K ﹤0.01%
4,000
+3,000
780
$13K ﹤0.01%
300
781
$13K ﹤0.01%
800
782
$13K ﹤0.01%
100
-80
783
$13K ﹤0.01%
150
784
$13K ﹤0.01%
200
785
$13K ﹤0.01%
508
+396
786
$13K ﹤0.01%
879
787
$13K ﹤0.01%
+218
788
$13K ﹤0.01%
214
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789
$13K ﹤0.01%
872
790
$12K ﹤0.01%
11
791
$12K ﹤0.01%
250
792
$12K ﹤0.01%
500
793
$12K ﹤0.01%
350
794
$12K ﹤0.01%
400
795
$12K ﹤0.01%
3,252
796
$12K ﹤0.01%
326
797
$12K ﹤0.01%
411
798
$12K ﹤0.01%
231
799
$12K ﹤0.01%
+319
800
$12K ﹤0.01%
475
30 31
32
33 34