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
801
$11.6K ﹤0.01%
+869
802
$11.4K ﹤0.01%
+150
803
$11.4K ﹤0.01%
+103
804
$11.3K ﹤0.01%
+300
805
$11K ﹤0.01%
126
806
$11K ﹤0.01%
120
807
$11K ﹤0.01%
300
808
$10.9K ﹤0.01%
200
809
$10.9K ﹤0.01%
110
-90
810
$10.9K ﹤0.01%
1,000
811
$10.7K ﹤0.01%
100
812
$10.7K ﹤0.01%
187
-502
813
$10.4K ﹤0.01%
1,500
814
$10.4K ﹤0.01%
200
-1,450
815
$10.3K ﹤0.01%
60
816
$10.2K ﹤0.01%
135
817
$10K ﹤0.01%
200
818
$9.76K ﹤0.01%
766
819
$9.75K ﹤0.01%
174
820
$9.74K ﹤0.01%
263
821
$9.5K ﹤0.01%
300
822
$9.5K ﹤0.01%
1
823
$9.42K ﹤0.01%
217
824
$9.4K ﹤0.01%
216
825
$9.27K ﹤0.01%
215
31 32
33
34 35