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
776
$18K ﹤0.01%
354
+54
777
$17.9K ﹤0.01%
94
+5
778
$17.3K ﹤0.01%
+350
779
$17.3K ﹤0.01%
+105
780
$17.3K ﹤0.01%
+243
781
$16.9K ﹤0.01%
100
782
$16.8K ﹤0.01%
16
+15
783
$16.7K ﹤0.01%
50
784
$16.7K ﹤0.01%
368
785
$16.7K ﹤0.01%
300
786
$16.6K ﹤0.01%
350
787
$16.3K ﹤0.01%
21
-1
788
$16.3K ﹤0.01%
250
-65
789
$16.2K ﹤0.01%
+32
790
$16.2K ﹤0.01%
200
791
$16.1K ﹤0.01%
109
-91
792
$16.1K ﹤0.01%
+2,000
793
$16K ﹤0.01%
+509
794
$15.8K ﹤0.01%
1,412
+1,357
795
$15.7K ﹤0.01%
444
796
$15.6K ﹤0.01%
429
-34
797
$15.4K ﹤0.01%
200
798
$15.4K ﹤0.01%
370
799
$15.4K ﹤0.01%
410
800
$15.3K ﹤0.01%
45
30 31
32
33 34