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
876
$5K ﹤0.01%
78
877
$5K ﹤0.01%
1,268
878
$5K ﹤0.01%
750
879
$5K ﹤0.01%
350
-480
880
$4K ﹤0.01%
156
-302
881
$4K ﹤0.01%
100
882
$4K ﹤0.01%
78
883
$4K ﹤0.01%
98
-98
884
$4K ﹤0.01%
200
885
$4K ﹤0.01%
+29
886
$4K ﹤0.01%
144
-120
887
$4K ﹤0.01%
120
888
$4K ﹤0.01%
200
889
$4K ﹤0.01%
200
890
$4K ﹤0.01%
80
891
$4K ﹤0.01%
+145
892
$4K ﹤0.01%
+13
893
$4K ﹤0.01%
7
894
$4K ﹤0.01%
+66
895
$3K ﹤0.01%
306
896
$3K ﹤0.01%
67
897
$3K ﹤0.01%
+15
898
$3K ﹤0.01%
36
899
$3K ﹤0.01%
60
900
$3K ﹤0.01%
2,650
34 35
36
37 38