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
1051
$661 ﹤0.01%
+10
1052
$644 ﹤0.01%
+8
1053
$630 ﹤0.01%
+6
1054
$625 ﹤0.01%
+12
1055
$615 ﹤0.01%
+17
1056
$611 ﹤0.01%
25
1057
$600 ﹤0.01%
+18
1058
$590 ﹤0.01%
+2
1059
$583 ﹤0.01%
+1
1060
$563 ﹤0.01%
+19
1061
$554 ﹤0.01%
40
1062
$551 ﹤0.01%
+5
1063
$544 ﹤0.01%
100
1064
$542 ﹤0.01%
+7
1065
$539 ﹤0.01%
+12
1066
$539 ﹤0.01%
+1
1067
$523 ﹤0.01%
+4
1068
$490 ﹤0.01%
200
1069
$480 ﹤0.01%
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1070
$462 ﹤0.01%
+9
1071
$454 ﹤0.01%
+9
1072
$447 ﹤0.01%
+15
1073
$435 ﹤0.01%
+5
1074
$430 ﹤0.01%
+11
1075
$429 ﹤0.01%
+7
41 42
43
44 45