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
701
$31.7K ﹤0.01%
2,823
-667
702
$31.6K ﹤0.01%
1,430
+1,145
703
$31.6K ﹤0.01%
1,596
+96
704
$31.5K ﹤0.01%
385
705
$31.4K ﹤0.01%
34
+10
706
$31.4K ﹤0.01%
1,362
707
$31.4K ﹤0.01%
718
708
$31K ﹤0.01%
200
709
$30.9K ﹤0.01%
1,055
710
$29.8K ﹤0.01%
728
711
$29.7K ﹤0.01%
941
+45
712
$29.5K ﹤0.01%
800
713
$29.2K ﹤0.01%
1,501
714
$29.2K ﹤0.01%
+1,000
715
$29K ﹤0.01%
785
716
$28.4K ﹤0.01%
389
+14
717
$28.3K ﹤0.01%
628
+10
718
$28.2K ﹤0.01%
110
719
$28.1K ﹤0.01%
1,300
720
$27.5K ﹤0.01%
1,176
+410
721
$27.5K ﹤0.01%
500
-30
722
$26.8K ﹤0.01%
140
723
$26.6K ﹤0.01%
400
724
$26.6K ﹤0.01%
210
-200
725
$26.6K ﹤0.01%
1,000
27 28
29
30 31