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
601
$59.1K ﹤0.01%
3,220
602
$59K ﹤0.01%
1,250
603
$58.7K ﹤0.01%
5,000
604
$58.5K ﹤0.01%
1,116
+44
605
$57.7K ﹤0.01%
1,978
606
$57.4K ﹤0.01%
1,324
607
$57.3K ﹤0.01%
1,254
608
$56.5K ﹤0.01%
150
609
$56.4K ﹤0.01%
323
610
$56.2K ﹤0.01%
1,327
+13
611
$56K ﹤0.01%
850
612
$55K ﹤0.01%
686
+186
613
$54.7K ﹤0.01%
4,177
-51,194
614
$54.6K ﹤0.01%
328
615
$54.2K ﹤0.01%
525
-1,800
616
$53.6K ﹤0.01%
+300
617
$53.5K ﹤0.01%
299
618
$53.2K ﹤0.01%
180
619
$52.9K ﹤0.01%
1,026
+76
620
$52.3K ﹤0.01%
227
+6
621
$52.2K ﹤0.01%
+3,679
622
$52.1K ﹤0.01%
821
-653
623
$52K ﹤0.01%
252
+136
624
$51.8K ﹤0.01%
212
+12
625
$51.3K ﹤0.01%
3,060
+650
23 24
25
26 27