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
551
$82.6K ﹤0.01%
1,066
552
$82.6K ﹤0.01%
1,145
+70
553
$81.9K ﹤0.01%
480
554
$81K ﹤0.01%
813
-109
555
$80.9K ﹤0.01%
302
+2
556
$80.8K ﹤0.01%
884
557
$80.7K ﹤0.01%
1,000
558
$80.4K ﹤0.01%
506
+2
559
$79.9K ﹤0.01%
363
560
$79.9K ﹤0.01%
1,802
+2
561
$79.8K ﹤0.01%
2,701
562
$79K ﹤0.01%
655
-1,000
563
$78.8K ﹤0.01%
372
564
$77.8K ﹤0.01%
1,253
-500
565
$77.6K ﹤0.01%
2,650
-1,000
566
$77.5K ﹤0.01%
+2,143
567
$76.3K ﹤0.01%
6,573
+33
568
$76K ﹤0.01%
255
+13
569
$75.8K ﹤0.01%
1,130
-278
570
$75.4K ﹤0.01%
800
571
$74.4K ﹤0.01%
589
+100
572
$73.7K ﹤0.01%
4,725
573
$73.1K ﹤0.01%
1,150
574
$72.8K ﹤0.01%
691
575
$70.9K ﹤0.01%
1,044
+14
21 22
23
24 25