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
1001
$1.35K ﹤0.01%
+15
1002
$1.35K ﹤0.01%
+27
1003
$1.34K ﹤0.01%
65
1004
$1.31K ﹤0.01%
+6
1005
$1.29K ﹤0.01%
+6
1006
$1.28K ﹤0.01%
+21
1007
$1.26K ﹤0.01%
+16
1008
$1.25K ﹤0.01%
+84
1009
$1.21K ﹤0.01%
125
1010
$1.21K ﹤0.01%
+170
1011
$1.19K ﹤0.01%
+6
1012
$1.16K ﹤0.01%
1,000
1013
$1.16K ﹤0.01%
100
1014
$1.15K ﹤0.01%
+36
1015
$1.14K ﹤0.01%
+24
1016
$1.11K ﹤0.01%
+32
1017
$1.09K ﹤0.01%
+23
1018
$1.05K ﹤0.01%
+4
1019
$1.05K ﹤0.01%
+57
1020
$1.05K ﹤0.01%
+18
1021
$1.03K ﹤0.01%
+11
1022
$1K ﹤0.01%
+57
1023
$996 ﹤0.01%
28
1024
$983 ﹤0.01%
+9
1025
$979 ﹤0.01%
+108
39 40
41
42 43