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
826
$9.19K ﹤0.01%
600
827
$9.02K ﹤0.01%
251
-335
828
$8.57K ﹤0.01%
500
829
$8.45K ﹤0.01%
87
830
$8.39K ﹤0.01%
375
831
$8.11K ﹤0.01%
300
832
$7.76K ﹤0.01%
75
833
$7.75K ﹤0.01%
400
-375
834
$7.74K ﹤0.01%
277
835
$7.46K ﹤0.01%
142
836
$7.35K ﹤0.01%
100
837
$7.3K ﹤0.01%
+100
838
$7.25K ﹤0.01%
50
839
$7.02K ﹤0.01%
1,500
840
$6.89K ﹤0.01%
240
+105
841
$6.88K ﹤0.01%
140
+50
842
$6.85K ﹤0.01%
100
843
$6.83K ﹤0.01%
131
844
$6.8K ﹤0.01%
106
-40
845
$6.76K ﹤0.01%
500
-500
846
$6.66K ﹤0.01%
37
-113
847
$6.59K ﹤0.01%
+464
848
$6.56K ﹤0.01%
320
-200
849
$6.46K ﹤0.01%
25
850
$6.45K ﹤0.01%
111
32 33
34
35 36