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
901
$10.1K ﹤0.01%
+377
902
$10K ﹤0.01%
+420
903
$10K ﹤0.01%
+431
904
$9.99K ﹤0.01%
+444
905
$9.76K ﹤0.01%
+800
906
$9.69K ﹤0.01%
144
907
$9.58K ﹤0.01%
60
908
$9.34K ﹤0.01%
100
-2,800
909
$9.15K ﹤0.01%
150
910
$8.62K ﹤0.01%
150
-250
911
$8.51K ﹤0.01%
527
+207
912
$8.34K ﹤0.01%
+162
913
$8.28K ﹤0.01%
+300
914
$8.28K ﹤0.01%
+672
915
$8.19K ﹤0.01%
141
+25
916
$8.08K ﹤0.01%
400
917
$8.01K ﹤0.01%
+500
918
$7.5K ﹤0.01%
132
919
$7.39K ﹤0.01%
176
920
$7.33K ﹤0.01%
35
921
$7.17K ﹤0.01%
183
+66
922
$7.12K ﹤0.01%
231
+6
923
$7.08K ﹤0.01%
531
+86
924
$7.06K ﹤0.01%
64
-26,717
925
$7.03K ﹤0.01%
165
35 36
37
38 39