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
976
$1.86K ﹤0.01%
+41
977
$1.84K ﹤0.01%
+15
978
$1.81K ﹤0.01%
100
979
$1.81K ﹤0.01%
+47
980
$1.78K ﹤0.01%
+18
981
$1.77K ﹤0.01%
+193
982
$1.75K ﹤0.01%
+24
983
$1.71K ﹤0.01%
+45
984
$1.71K ﹤0.01%
+42
985
$1.7K ﹤0.01%
6
986
$1.61K ﹤0.01%
+142
987
$1.58K ﹤0.01%
+90
988
$1.57K ﹤0.01%
99
-5
989
$1.54K ﹤0.01%
340
990
$1.54K ﹤0.01%
+11
991
$1.54K ﹤0.01%
+98
992
$1.52K ﹤0.01%
+74
993
$1.5K ﹤0.01%
+30
994
$1.49K ﹤0.01%
+12
995
$1.49K ﹤0.01%
+17
996
$1.47K ﹤0.01%
50
997
$1.47K ﹤0.01%
309
998
$1.44K ﹤0.01%
+14
999
$1.43K ﹤0.01%
+27
1000
$1.42K ﹤0.01%
100
38 39
40
41 42