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
1026
$973 ﹤0.01%
+17
1027
$954 ﹤0.01%
+17
1028
$924 ﹤0.01%
+26
1029
$908 ﹤0.01%
+9
1030
$901 ﹤0.01%
+50
1031
$872 ﹤0.01%
+24
1032
$862 ﹤0.01%
+5
1033
$844 ﹤0.01%
12
1034
$822 ﹤0.01%
+1
1035
$800 ﹤0.01%
+37
1036
$795 ﹤0.01%
+5
1037
$787 ﹤0.01%
+45
1038
$786 ﹤0.01%
100
1039
$773 ﹤0.01%
+7
1040
$773 ﹤0.01%
9
1041
$767 ﹤0.01%
7
-93
1042
$761 ﹤0.01%
+123
1043
$724 ﹤0.01%
+4
1044
$717 ﹤0.01%
210
1045
$707 ﹤0.01%
+42
1046
$696 ﹤0.01%
+44
1047
$679 ﹤0.01%
1,000
1048
$678 ﹤0.01%
+28
1049
$675 ﹤0.01%
+43
1050
$663 ﹤0.01%
+3
40 41
42
43 44