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
276
$101K 0.01%
+12,945
277
$17K ﹤0.01%
+11,900