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
901
$5.08K ﹤0.01%
500
902
$4.91K ﹤0.01%
125
903
$4.89K ﹤0.01%
+689
904
$4.74K ﹤0.01%
+52
905
$4.71K ﹤0.01%
+91
906
$4.66K ﹤0.01%
1,000
907
$4.56K ﹤0.01%
+27
908
$4.4K ﹤0.01%
52
-175
909
$4.37K ﹤0.01%
+38
910
$4.15K ﹤0.01%
65
911
$4.14K ﹤0.01%
87
912
$4.06K ﹤0.01%
+103
913
$4K ﹤0.01%
+196
914
$3.88K ﹤0.01%
94
915
$3.82K ﹤0.01%
83
+3
916
$3.81K ﹤0.01%
320
917
$3.7K ﹤0.01%
100
-50
918
$3.65K ﹤0.01%
100
919
$3.61K ﹤0.01%
+42
920
$3.6K ﹤0.01%
101
+6
921
$3.51K ﹤0.01%
+82
922
$3.49K ﹤0.01%
+18
923
$3.47K ﹤0.01%
246
-3
924
$3.43K ﹤0.01%
+147
925
$3.42K ﹤0.01%
155
+30
35 36
37
38 39