HPC

HM Payson & Co Portfolio holdings

AUM $7.09B
1-Year Est. Return 27.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.55B
AUM Growth
-$568M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,000
New
Increased
Reduced
Closed

Top Buys

1
+$47M
2
+$21.5M
3
+$18.2M
4
LRCX icon
Lam Research
LRCX
+$18.1M
5
NKE icon
Nike
NKE
+$17.4M

Top Sells

1
+$13.1M
2
+$12.3M
3
+$11.9M
4
TXN icon
Texas Instruments
TXN
+$11.3M
5
CSX icon
CSX Corp
CSX
+$11.2M

Sector Composition

1 Technology 24.15%
2 Healthcare 17.41%
3 Financials 12.89%
4 Consumer Discretionary 10.47%
5 Industrials 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$3K ﹤0.01%
810
852
$3K ﹤0.01%
1,000
853
$3K ﹤0.01%
+20
854
$3K ﹤0.01%
350
855
$3K ﹤0.01%
25
-2,502
856
$3K ﹤0.01%
100
857
$2K ﹤0.01%
156
858
$2K ﹤0.01%
500
859
$2K ﹤0.01%
1,000
860
$2K ﹤0.01%
144
861
$2K ﹤0.01%
61
-2,860
862
$2K ﹤0.01%
36
863
$2K ﹤0.01%
200
864
$2K ﹤0.01%
100
-130
865
$2K ﹤0.01%
60
866
$2K ﹤0.01%
125
-201
867
$2K ﹤0.01%
150
868
$2K ﹤0.01%
23
869
$2K ﹤0.01%
+425
870
$2K ﹤0.01%
200
871
$2K ﹤0.01%
72
-436
872
$2K ﹤0.01%
55
873
$2K ﹤0.01%
100
874
$2K ﹤0.01%
13
875
$1K ﹤0.01%
36
-6,904
33 34
35
36 37