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
776
$15K ﹤0.01%
137
777
$14.9K ﹤0.01%
513
+166
778
$14.9K ﹤0.01%
1,810
-450
779
$14.9K ﹤0.01%
+700
780
$14.8K ﹤0.01%
200
781
$14.4K ﹤0.01%
+2,273
782
$14.3K ﹤0.01%
400
783
$14.3K ﹤0.01%
60
784
$14K ﹤0.01%
141
-244
785
$13.9K ﹤0.01%
137
786
$13.6K ﹤0.01%
172
787
$13.3K ﹤0.01%
262
-82
788
$13.3K ﹤0.01%
+458
789
$13.2K ﹤0.01%
15
790
$13K ﹤0.01%
+253
791
$13K ﹤0.01%
685
+160
792
$12.9K ﹤0.01%
+125
793
$12.4K ﹤0.01%
+125
794
$12.1K ﹤0.01%
300
795
$12K ﹤0.01%
103
-24
796
$11.9K ﹤0.01%
250
797
$11.9K ﹤0.01%
183
798
$11.9K ﹤0.01%
200
799
$11.8K ﹤0.01%
66
800
$11.6K ﹤0.01%
382
30 31
32
33 34