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
851
$1.98K ﹤0.01%
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852
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854
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4
856
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865
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30
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50
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867
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868
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500
869
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870
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871
$1.24K ﹤0.01%
40
872
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20
873
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150
874
$1.05K ﹤0.01%
100
875
$1.02K ﹤0.01%
120
33 34
35
36 37