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
$2.84B
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,008
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.5M
3
+$10.3M
4
AMT icon
American Tower
AMT
+$6.6M
5
FIS icon
Fidelity National Information Services
FIS
+$6.49M

Top Sells

1
+$32.7M
2
+$18.2M
3
+$9.11M
4
DFS
Discover Financial Services
DFS
+$8.99M
5
CSX icon
CSX Corp
CSX
+$7.65M

Sector Composition

1 Technology 21.95%
2 Healthcare 14.49%
3 Financials 14.06%
4 Consumer Discretionary 11.2%
5 Industrials 10.59%
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%
61
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