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
901
$2.13K ﹤0.01%
210
902
$1.98K ﹤0.01%
65
903
$1.94K ﹤0.01%
25
904
$1.9K ﹤0.01%
100
905
$1.87K ﹤0.01%
+68
906
$1.81K ﹤0.01%
100
-1,000
907
$1.77K ﹤0.01%
1,000
908
$1.76K ﹤0.01%
1,000
909
$1.72K ﹤0.01%
100
910
$1.69K ﹤0.01%
+30
911
$1.61K ﹤0.01%
231
-1,000
912
$1.51K ﹤0.01%
+29
913
$1.49K ﹤0.01%
41
914
$1.48K ﹤0.01%
+37
915
$1.45K ﹤0.01%
+309
916
$1.44K ﹤0.01%
50
917
$1.42K ﹤0.01%
163
-336
918
$1.38K ﹤0.01%
+10
919
$1.38K ﹤0.01%
50
-30
920
$1.28K ﹤0.01%
+200
921
$1.24K ﹤0.01%
80
922
$1.17K ﹤0.01%
+160
923
$1.13K ﹤0.01%
50
924
$1.11K ﹤0.01%
105
925
$1.05K ﹤0.01%
6
35 36
37
38 39