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
876
$14K ﹤0.01%
50
877
$14K ﹤0.01%
+318
878
$13.9K ﹤0.01%
325
879
$13.9K ﹤0.01%
88
+13
880
$13.7K ﹤0.01%
125
881
$13.2K ﹤0.01%
88
882
$13K ﹤0.01%
375
883
$13K ﹤0.01%
277
884
$12.8K ﹤0.01%
+70
885
$12.6K ﹤0.01%
+400
886
$12.5K ﹤0.01%
125
887
$12.3K ﹤0.01%
+1,000
888
$12.1K ﹤0.01%
77
889
$12K ﹤0.01%
92
+26
890
$11.9K ﹤0.01%
163
+3
891
$11.7K ﹤0.01%
1,091
+4
892
$11.5K ﹤0.01%
1,541
893
$11.1K ﹤0.01%
100
894
$11K ﹤0.01%
92
895
$10.9K ﹤0.01%
200
896
$10.9K ﹤0.01%
100
-100
897
$10.8K ﹤0.01%
67
898
$10.8K ﹤0.01%
+15
899
$10.6K ﹤0.01%
+446
900
$10.4K ﹤0.01%
132
+2
34 35
36
37 38