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
$5.83B
AUM Growth
+$327M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,188
New
Increased
Reduced
Closed

Top Buys

1
+$46M
2
+$31.5M
3
+$30.8M
4
CAT icon
Caterpillar
CAT
+$29.8M
5
HUBB icon
Hubbell
HUBB
+$28.6M

Top Sells

1
+$46.3M
2
+$23.4M
3
+$14.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$13.2M
5
SPGI icon
S&P Global
SPGI
+$11.8M

Sector Composition

1 Technology 31.48%
2 Financials 11.08%
3 Healthcare 10.89%
4 Industrials 10.66%
5 Consumer Discretionary 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$96.6K ﹤0.01%
3,815
527
$95K ﹤0.01%
401
+1
528
$94.6K ﹤0.01%
1,589
-736
529
$93.6K ﹤0.01%
+4,275
530
$92.4K ﹤0.01%
600
531
$92.4K ﹤0.01%
2,631
-238
532
$91.6K ﹤0.01%
901
533
$91.3K ﹤0.01%
1,215
+365
534
$90.9K ﹤0.01%
1,497
+22
535
$90.6K ﹤0.01%
286
+7
536
$90.3K ﹤0.01%
500
537
$89.3K ﹤0.01%
843
538
$88.9K ﹤0.01%
+307
539
$88.8K ﹤0.01%
2,191
+81
540
$87.9K ﹤0.01%
+226
541
$87.5K ﹤0.01%
545
+40
542
$87.2K ﹤0.01%
935
543
$86.9K ﹤0.01%
492
-484
544
$85.8K ﹤0.01%
894
545
$85.6K ﹤0.01%
807
-381
546
$84.5K ﹤0.01%
966
-498
547
$84.1K ﹤0.01%
1,095
+30
548
$83.2K ﹤0.01%
514
+14
549
$83.1K ﹤0.01%
700
-100
550
$82.7K ﹤0.01%
925
20 21
22
23 24