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
851
$8.56K ﹤0.01%
65
-295
852
$8.52K ﹤0.01%
+104
853
$8.51K ﹤0.01%
263
854
$8.51K ﹤0.01%
77
+27
855
$8.26K ﹤0.01%
+122
856
$8.13K ﹤0.01%
305
857
$8.13K ﹤0.01%
+20
858
$8.03K ﹤0.01%
400
859
$8K ﹤0.01%
100
860
$7.98K ﹤0.01%
967
-4,351
861
$7.8K ﹤0.01%
206
862
$7.7K ﹤0.01%
300
863
$7.69K ﹤0.01%
64
-78
864
$7.59K ﹤0.01%
327
+11
865
$7.54K ﹤0.01%
400
-350
866
$7.43K ﹤0.01%
124
+39
867
$7.22K ﹤0.01%
+69
868
$7K ﹤0.01%
100
869
$6.97K ﹤0.01%
+200
870
$6.91K ﹤0.01%
100
871
$6.82K ﹤0.01%
215
872
$6.69K ﹤0.01%
74
873
$6.64K ﹤0.01%
100
874
$6.62K ﹤0.01%
1,500
875
$6.55K ﹤0.01%
216
33 34
35
36 37