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
951
$171 ﹤0.01%
50
952
$82 ﹤0.01%
4
-70
953
$57 ﹤0.01%
1
-210
954
$52 ﹤0.01%
+10
955
$51 ﹤0.01%
250
956
$40 ﹤0.01%
1
-30
957
$39 ﹤0.01%
+4
958
$38 ﹤0.01%
+28
959
– –
0
960
$6 ﹤0.01%
3
961
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-4
962
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-350
963
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964
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965
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966
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968
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37 38
39
40 41