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
976
$3.36K ﹤0.01%
+500
977
$3.35K ﹤0.01%
237
978
$3.34K ﹤0.01%
14
979
$3.28K ﹤0.01%
+26
980
$3.28K ﹤0.01%
100
981
$3.25K ﹤0.01%
51
982
$3.23K ﹤0.01%
39
983
$3.21K ﹤0.01%
142
984
$3.2K ﹤0.01%
744
985
$3.13K ﹤0.01%
17
986
$3.1K ﹤0.01%
+32
987
$3.1K ﹤0.01%
+82
988
$3.07K ﹤0.01%
22
989
$3.05K ﹤0.01%
+33
990
$2.78K ﹤0.01%
325
991
$2.66K ﹤0.01%
146
992
$2.64K ﹤0.01%
100
993
$2.63K ﹤0.01%
+31
994
$2.58K ﹤0.01%
29
995
$2.52K ﹤0.01%
+16
996
$2.49K ﹤0.01%
+75
997
$2.48K ﹤0.01%
+3
998
$2.45K ﹤0.01%
7
999
$2.33K ﹤0.01%
100
1000
$2.33K ﹤0.01%
9
38 39
40
41 42