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
951
$2.5K ﹤0.01%
428
+228
952
$2.5K ﹤0.01%
+8
953
$2.49K ﹤0.01%
+14
954
$2.46K ﹤0.01%
+47
955
$2.44K ﹤0.01%
392
+50
956
$2.41K ﹤0.01%
+45
957
$2.31K ﹤0.01%
+51
958
$2.26K ﹤0.01%
1,000
959
$2.22K ﹤0.01%
+36
960
$2.21K ﹤0.01%
+142
961
$2.21K ﹤0.01%
72
962
$2.17K ﹤0.01%
+9
963
$2.15K ﹤0.01%
+29
964
$2.08K ﹤0.01%
+87
965
$2.06K ﹤0.01%
100
966
$2.05K ﹤0.01%
+43
967
$2.03K ﹤0.01%
100
968
$2.01K ﹤0.01%
+357
969
$1.99K ﹤0.01%
100
970
$1.95K ﹤0.01%
+97
971
$1.92K ﹤0.01%
2,000
972
$1.91K ﹤0.01%
90
973
$1.9K ﹤0.01%
82
-1,297
974
$1.88K ﹤0.01%
+10
975
$1.86K ﹤0.01%
+37
37 38
39
40 41