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
726
$26.4K ﹤0.01%
295
727
$26.3K ﹤0.01%
269
+9
728
$26.1K ﹤0.01%
1,100
+200
729
$26K ﹤0.01%
1,700
730
$25.6K ﹤0.01%
760
-350
731
$25.4K ﹤0.01%
1,790
+135
732
$25.2K ﹤0.01%
+500
733
$25.1K ﹤0.01%
556
734
$25.1K ﹤0.01%
150
735
$25K ﹤0.01%
1,095
+26
736
$24.6K ﹤0.01%
+672
737
$24.6K ﹤0.01%
944
-468
738
$24.5K ﹤0.01%
200
739
$24.4K ﹤0.01%
676
740
$24.2K ﹤0.01%
200
-10
741
$23.9K ﹤0.01%
96
+36
742
$23.8K ﹤0.01%
778
+22
743
$23.8K ﹤0.01%
226
744
$23.8K ﹤0.01%
500
-890
745
$23.5K ﹤0.01%
89
746
$23.5K ﹤0.01%
212
747
$23.3K ﹤0.01%
700
748
$23.2K ﹤0.01%
97
749
$23K ﹤0.01%
166
750
$22.9K ﹤0.01%
1,000
28 29
30
31 32