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
251
$247K 0.01%
+8,960
252
$247K 0.01%
+5,763
253
$245K 0.01%
+3,358
254
$243K 0.01%
+11,192
255
$240K 0.01%
+5,400
256
$237K 0.01%
+11,226
257
$235K 0.01%
+8,631
258
$234K 0.01%
+3,876
259
$234K 0.01%
+2,081
260
$228K 0.01%
+2,039
261
$219K 0.01%
+5,737
262
$214K 0.01%
+2,077
263
$213K 0.01%
+2,723
264
$211K 0.01%
+3,812
265
$211K 0.01%
+13,632
266
$207K 0.01%
+5,300
267
$206K 0.01%
+6,748
268
$206K 0.01%
+2,545
269
$204K 0.01%
+4,476
270
$201K 0.01%
+4,500
271
$198K 0.01%
+11,300
272
$189K 0.01%
+12,700
273
$151K 0.01%
+10,460
274
$130K 0.01%
+3,498
275
$124K 0.01%
+7,173
8 9 10
11
12