HPC

HM Payson & Co Portfolio holdings

AUM $6.93B
1-Year Est. Return 29.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.95B
AUM Growth
+$641M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,122
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$39.4M
3
+$14.6M
4
WFC icon
Wells Fargo
WFC
+$14.3M
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$12.1M

Top Sells

1
+$28.2M
2
+$21.2M
3
+$20.3M
4
HUBB icon
Hubbell
HUBB
+$16M
5
CVX icon
Chevron
CVX
+$11.1M

Sector Composition

1 Technology 33.4%
2 Financials 11.42%
3 Industrials 10.42%
4 Consumer Discretionary 9.43%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$21.7K ﹤0.01%
300
827
$21.6K ﹤0.01%
250
828
$21.3K ﹤0.01%
+284
829
$21.3K ﹤0.01%
66
830
$20.9K ﹤0.01%
447
831
$20.7K ﹤0.01%
100
832
$20.6K ﹤0.01%
847
+12
833
$20.5K ﹤0.01%
1,069
834
$19.9K ﹤0.01%
300
835
$19.6K ﹤0.01%
188
836
$19.6K ﹤0.01%
+219
837
$19.3K ﹤0.01%
420
838
$19.3K ﹤0.01%
200
839
$19.2K ﹤0.01%
110
840
$18.8K ﹤0.01%
332
841
$18.7K ﹤0.01%
368
842
$18.7K ﹤0.01%
+442
843
$18.6K ﹤0.01%
509
844
$18.4K ﹤0.01%
64
845
$18.4K ﹤0.01%
460
846
$18.4K ﹤0.01%
1,000
847
$18.4K ﹤0.01%
150
848
$18.1K ﹤0.01%
+102
849
$18.1K ﹤0.01%
+790
850
$17.9K ﹤0.01%
188
32 33
34
35 36