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
851
$7K ﹤0.01%
216
852
$7K ﹤0.01%
200
853
$7K ﹤0.01%
100
854
$7K ﹤0.01%
+6,656
855
$6K ﹤0.01%
100
856
$6K ﹤0.01%
162
+101
857
$6K ﹤0.01%
410
-343
858
$6K ﹤0.01%
25
-20
859
$6K ﹤0.01%
216
-443
860
$6K ﹤0.01%
211
-43
861
$6K ﹤0.01%
225
+162
862
$6K ﹤0.01%
500
863
$6K ﹤0.01%
300
864
$6K ﹤0.01%
21
865
$6K ﹤0.01%
168
866
$6K ﹤0.01%
+609
867
$6K ﹤0.01%
236
-129
868
$6K ﹤0.01%
2,000
869
$5K ﹤0.01%
224
870
$5K ﹤0.01%
+948
871
$5K ﹤0.01%
316
872
$5K ﹤0.01%
533
+267
873
$5K ﹤0.01%
250
874
$5K ﹤0.01%
101
875
$5K ﹤0.01%
100
33 34
35
36 37