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
926
$1K ﹤0.01%
39
927
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50
-200
928
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50
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100
930
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8
931
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932
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933
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50
934
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-1,500
935
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1,000
936
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937
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938
$0 ﹤0.01%
20
939
– –
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940
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941
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942
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943
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949
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0
36 37
38
39 40