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
876
$6.53K ﹤0.01%
160
877
$6.51K ﹤0.01%
113
+63
878
$6.46K ﹤0.01%
1,980
879
$6.38K ﹤0.01%
1,500
-3,500
880
$6.36K ﹤0.01%
35
+2
881
$6.29K ﹤0.01%
+82
882
$6.26K ﹤0.01%
500
-500
883
$6.26K ﹤0.01%
+946
884
$6.24K ﹤0.01%
23
+8
885
$6.23K ﹤0.01%
+30
886
$6.14K ﹤0.01%
500
887
$6.1K ﹤0.01%
+84
888
$6.02K ﹤0.01%
352
889
$5.95K ﹤0.01%
200
890
$5.85K ﹤0.01%
1,000
891
$5.84K ﹤0.01%
+149
892
$5.83K ﹤0.01%
250
+149
893
$5.77K ﹤0.01%
+112
894
$5.72K ﹤0.01%
58
+21
895
$5.59K ﹤0.01%
+50
896
$5.41K ﹤0.01%
+47
897
$5.37K ﹤0.01%
500
-500
898
$5.18K ﹤0.01%
+46
899
$5.12K ﹤0.01%
+28
900
$5.09K ﹤0.01%
20
+2
34 35
36
37 38