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
876
$4.08K ﹤0.01%
286
-503
877
$3.87K ﹤0.01%
+130
878
$3.85K ﹤0.01%
+81
879
$3.81K ﹤0.01%
+65
880
$3.79K ﹤0.01%
+77
881
$3.6K ﹤0.01%
125
882
$3.55K ﹤0.01%
33
883
$3.37K ﹤0.01%
+72
884
$3.29K ﹤0.01%
78
885
$3.28K ﹤0.01%
540
886
$3.27K ﹤0.01%
1,000
887
$3.23K ﹤0.01%
182
-126
888
$3.18K ﹤0.01%
33
-13
889
$3.15K ﹤0.01%
100
890
$2.97K ﹤0.01%
85
+20
891
$2.78K ﹤0.01%
+141
892
$2.69K ﹤0.01%
500
-600
893
$2.68K ﹤0.01%
+145
894
$2.65K ﹤0.01%
54
-22
895
$2.61K ﹤0.01%
125
896
$2.6K ﹤0.01%
533
+20
897
$2.44K ﹤0.01%
100
898
$2.37K ﹤0.01%
65
899
$2.15K ﹤0.01%
100
-32
900
$2.13K ﹤0.01%
94
34 35
36
37 38