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
851
$6.41K ﹤0.01%
30
852
$6.33K ﹤0.01%
50
853
$6.31K ﹤0.01%
204
+4
854
$6.16K ﹤0.01%
+185
855
$6.04K ﹤0.01%
+500
856
$6.03K ﹤0.01%
1,000
857
$5.87K ﹤0.01%
170
858
$5.52K ﹤0.01%
+421
859
$5.33K ﹤0.01%
42
-173
860
$5.32K ﹤0.01%
400
861
$5.31K ﹤0.01%
+72
862
$5.28K ﹤0.01%
500
863
$5.09K ﹤0.01%
150
864
$5.05K ﹤0.01%
50
865
$5.04K ﹤0.01%
50
866
$4.96K ﹤0.01%
250
867
$4.68K ﹤0.01%
100
868
$4.68K ﹤0.01%
+120
869
$4.61K ﹤0.01%
202
+10
870
$4.5K ﹤0.01%
1,000
871
$4.29K ﹤0.01%
36
872
$4.22K ﹤0.01%
500
873
$4.2K ﹤0.01%
118
874
$4.19K ﹤0.01%
50
-130
875
$4.09K ﹤0.01%
15
-27
33 34
35
36 37