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
826
$11K ﹤0.01%
100
-100
827
$11K ﹤0.01%
548
828
$10.9K ﹤0.01%
300
829
$10.8K ﹤0.01%
214
830
$10.4K ﹤0.01%
+428
831
$10.4K ﹤0.01%
156
+5
832
$10.4K ﹤0.01%
215
-366
833
$10.4K ﹤0.01%
460
834
$10.2K ﹤0.01%
75
835
$9.99K ﹤0.01%
25
836
$9.88K ﹤0.01%
+100
837
$9.86K ﹤0.01%
+47
838
$9.84K ﹤0.01%
+64
839
$9.7K ﹤0.01%
+315
840
$9.54K ﹤0.01%
135
+20
841
$9.43K ﹤0.01%
99
-150
842
$9.29K ﹤0.01%
178
-72
843
$9.23K ﹤0.01%
+676
844
$9.22K ﹤0.01%
46
845
$9.18K ﹤0.01%
123
846
$9.01K ﹤0.01%
+37
847
$8.91K ﹤0.01%
350
848
$8.72K ﹤0.01%
61
849
$8.68K ﹤0.01%
2,500
+500
850
$8.6K ﹤0.01%
142
32 33
34
35 36