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
951
$4.77K ﹤0.01%
540
952
$4.75K ﹤0.01%
82
953
$4.71K ﹤0.01%
+1,750
954
$4.7K ﹤0.01%
15
955
$4.65K ﹤0.01%
45
956
$4.65K ﹤0.01%
216
957
$4.64K ﹤0.01%
500
958
$4.42K ﹤0.01%
136
+36
959
$4.26K ﹤0.01%
+35
960
$4.25K ﹤0.01%
75
961
$4.25K ﹤0.01%
48
+30
962
$4.22K ﹤0.01%
50
963
$4.17K ﹤0.01%
103
964
$4.13K ﹤0.01%
22
965
$3.97K ﹤0.01%
+19
966
$3.93K ﹤0.01%
165
+137
967
$3.92K ﹤0.01%
+20
968
$3.88K ﹤0.01%
1,500
969
$3.87K ﹤0.01%
+32
970
$3.85K ﹤0.01%
333
-490
971
$3.63K ﹤0.01%
+43
972
$3.49K ﹤0.01%
+37
973
$3.47K ﹤0.01%
31
974
$3.43K ﹤0.01%
77
975
$3.42K ﹤0.01%
90
37 38
39
40 41