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
851
$17.8K ﹤0.01%
45
852
$17.8K ﹤0.01%
1,362
853
$17.7K ﹤0.01%
172
854
$17.7K ﹤0.01%
109
855
$17.3K ﹤0.01%
206
856
$17.3K ﹤0.01%
+822
857
$17K ﹤0.01%
191
858
$17K ﹤0.01%
150
859
$16.9K ﹤0.01%
126
860
$16.7K ﹤0.01%
427
861
$16.6K ﹤0.01%
125
862
$16.4K ﹤0.01%
92
-50
863
$16.4K ﹤0.01%
85
864
$16.2K ﹤0.01%
1,810
865
$16.1K ﹤0.01%
930
+8
866
$16.1K ﹤0.01%
50
867
$15.7K ﹤0.01%
192
868
$15.7K ﹤0.01%
71
869
$15.6K ﹤0.01%
+110
870
$15.3K ﹤0.01%
115
871
$14.9K ﹤0.01%
200
872
$14.5K ﹤0.01%
128
873
$14.4K ﹤0.01%
+1,250
874
$14.4K ﹤0.01%
200
875
$14.2K ﹤0.01%
100