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
926
$995 ﹤0.01%
100
927
$982 ﹤0.01%
200
928
$859 ﹤0.01%
31
929
$857 ﹤0.01%
22
-93
930
$855 ﹤0.01%
17
-355
931
$762 ﹤0.01%
40
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932
$725 ﹤0.01%
+15
933
$718 ﹤0.01%
340
934
$716 ﹤0.01%
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-40
935
$710 ﹤0.01%
6
936
$480 ﹤0.01%
200
937
$440 ﹤0.01%
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938
$431 ﹤0.01%
20
+8
939
$430 ﹤0.01%
25
940
$422 ﹤0.01%
60
941
$418 ﹤0.01%
50
942
$401 ﹤0.01%
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943
$377 ﹤0.01%
25
944
$374 ﹤0.01%
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945
$349 ﹤0.01%
715
946
$283 ﹤0.01%
10
+1
947
$278 ﹤0.01%
50
948
$235 ﹤0.01%
10
-12
949
$228 ﹤0.01%
2
950
$173 ﹤0.01%
18
36 37
38
39 40