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
751
$22.8K ﹤0.01%
420
752
$22.7K ﹤0.01%
1,200
753
$22.6K ﹤0.01%
600
754
$22K ﹤0.01%
191
755
$21.8K ﹤0.01%
300
756
$21.7K ﹤0.01%
485
+285
757
$21.6K ﹤0.01%
257
+24
758
$21.4K ﹤0.01%
350
759
$21.3K ﹤0.01%
600
760
$21.2K ﹤0.01%
2,436
761
$20.9K ﹤0.01%
815
+15
762
$20.8K ﹤0.01%
+208
763
$20.8K ﹤0.01%
310
+10
764
$20.8K ﹤0.01%
300
765
$20.6K ﹤0.01%
1,309
766
$20.5K ﹤0.01%
500
767
$20.1K ﹤0.01%
823
+55
768
$20.1K ﹤0.01%
+500
769
$19.8K ﹤0.01%
200
770
$19.6K ﹤0.01%
131
771
$19.5K ﹤0.01%
1,192
772
$19.3K ﹤0.01%
+100
773
$19.1K ﹤0.01%
1,810
774
$19K ﹤0.01%
1,000
775
$18.8K ﹤0.01%
720
29 30
31
32 33