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
926
$3.33K ﹤0.01%
+27
927
$3.3K ﹤0.01%
116
928
$3.24K ﹤0.01%
+77
929
$3.19K ﹤0.01%
500
930
$3.18K ﹤0.01%
+16
931
$3.17K ﹤0.01%
+18
932
$3.15K ﹤0.01%
+29
933
$3.14K ﹤0.01%
350
+50
934
$3.04K ﹤0.01%
+72
935
$2.97K ﹤0.01%
540
936
$2.96K ﹤0.01%
+65
937
$2.95K ﹤0.01%
+46
938
$2.9K ﹤0.01%
72
939
$2.85K ﹤0.01%
+46
940
$2.81K ﹤0.01%
85
-719
941
$2.77K ﹤0.01%
22
+13
942
$2.74K ﹤0.01%
+7
943
$2.74K ﹤0.01%
+82
944
$2.74K ﹤0.01%
100
945
$2.69K ﹤0.01%
+17
946
$2.69K ﹤0.01%
28
-469
947
$2.66K ﹤0.01%
+146
948
$2.6K ﹤0.01%
250
949
$2.59K ﹤0.01%
+63
950
$2.52K ﹤0.01%
+95
36 37
38
39 40