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
$4.02B
AUM Growth
+$373M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,023
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$21.6M
3
+$16.2M
4
CVS icon
CVS Health
CVS
+$15M
5
AME icon
Ametek
AME
+$14M

Top Sells

1
+$53.4M
2
+$29.9M
3
+$20M
4
GNRC icon
Generac Holdings
GNRC
+$8.05M
5
JPM icon
JPMorgan Chase
JPM
+$6.16M

Sector Composition

1 Technology 23.88%
2 Healthcare 23.21%
3 Financials 12.51%
4 Consumer Discretionary 9.74%
5 Industrials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$3.35K ﹤0.01%
540
827
$3.29K ﹤0.01%
28
828
$3.25K ﹤0.01%
+133
829
$3.2K ﹤0.01%
140
830
$3.19K ﹤0.01%
50
831
$3.12K ﹤0.01%
189
+69
832
$3.09K ﹤0.01%
31
+16
833
$3.06K ﹤0.01%
100
834
$3.05K ﹤0.01%
500
835
$2.81K ﹤0.01%
95
+35
836
$2.72K ﹤0.01%
513
837
$2.7K ﹤0.01%
65
838
$2.67K ﹤0.01%
67
839
$2.62K ﹤0.01%
54
840
$2.57K ﹤0.01%
50
841
$2.55K ﹤0.01%
116
-2,000
842
$2.54K ﹤0.01%
50
843
$2.51K ﹤0.01%
78
844
$2.5K ﹤0.01%
50
845
$2.27K ﹤0.01%
65
846
$2.26K ﹤0.01%
50
847
$2.24K ﹤0.01%
1,000
848
$2.23K ﹤0.01%
200
849
$2.17K ﹤0.01%
300
850
$2.16K ﹤0.01%
52
32 33
34
35 36