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
801
$15.2K ﹤0.01%
172
802
$15K ﹤0.01%
1,500
803
$15K ﹤0.01%
68
+2
804
$14.9K ﹤0.01%
137
805
$14.5K ﹤0.01%
4,000
-2,000
806
$14.3K ﹤0.01%
125
807
$14.3K ﹤0.01%
430
808
$14.2K ﹤0.01%
584
+23
809
$14.1K ﹤0.01%
450
+100
810
$14K ﹤0.01%
125
811
$13.7K ﹤0.01%
86
+26
812
$13.6K ﹤0.01%
200
-435
813
$13.3K ﹤0.01%
+170
814
$13.2K ﹤0.01%
355
+330
815
$12.9K ﹤0.01%
+30
816
$12.9K ﹤0.01%
126
817
$12.8K ﹤0.01%
1,441
-200
818
$12.4K ﹤0.01%
200
819
$12.3K ﹤0.01%
282
+10
820
$12.3K ﹤0.01%
249
+62
821
$12.2K ﹤0.01%
183
-802
822
$12K ﹤0.01%
+46
823
$11.8K ﹤0.01%
150
824
$11.6K ﹤0.01%
375
825
$11.5K ﹤0.01%
135
31 32
33
34 35