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
$1.67B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$81.1M
2
+$54.1M
3
+$41.5M
4
MCD icon
McDonald's
MCD
+$40.6M
5
PG icon
Procter & Gamble
PG
+$39M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.75%
2 Energy 12.58%
3 Technology 12.39%
4 Industrials 12.22%
5 Financials 11.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$367K 0.02%
+6,402
227
$362K 0.02%
+7,000
228
$352K 0.02%
+1,395
229
$343K 0.02%
+3,129
230
$343K 0.02%
+22,000
231
$343K 0.02%
+9,943
232
$334K 0.02%
+3,639
233
$333K 0.02%
+7,824
234
$332K 0.02%
+1,471
235
$322K 0.02%
+4,985
236
$302K 0.02%
+3,380
237
$297K 0.02%
+6,640
238
$294K 0.02%
+9,000
239
$294K 0.02%
+17,225
240
$291K 0.02%
+4,009
241
$287K 0.02%
+3,943
242
$287K 0.02%
+3,412
243
$279K 0.02%
+4,300
244
$277K 0.02%
+21,475
245
$275K 0.02%
+3,254
246
$266K 0.02%
+9,368
247
$265K 0.02%
+6,566
248
$260K 0.02%
+3,285
249
$259K 0.02%
+23,431
250
$250K 0.02%
+8,511
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