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
1076
$410 ﹤0.01%
31
1077
$403 ﹤0.01%
+7
1078
$396 ﹤0.01%
+6
1079
$388 ﹤0.01%
+10
1080
$349 ﹤0.01%
160
1081
$345 ﹤0.01%
+1
1082
$344 ﹤0.01%
+4
1083
$328 ﹤0.01%
50
1084
$311 ﹤0.01%
+4
1085
$311 ﹤0.01%
18
1086
$280 ﹤0.01%
70
1087
$254 ﹤0.01%
10
1088
$227 ﹤0.01%
+2
1089
$219 ﹤0.01%
50
-1,500
1090
$208 ﹤0.01%
+2
1091
$194 ﹤0.01%
+1
1092
$178 ﹤0.01%
+1
1093
$175 ﹤0.01%
25
1094
$168 ﹤0.01%
+2
1095
$162 ﹤0.01%
+8
1096
$160 ﹤0.01%
4
-246
1097
$157 ﹤0.01%
+1
1098
$151 ﹤0.01%
+2
1099
$144 ﹤0.01%
+1
1100
$141 ﹤0.01%
7
42 43
44
45 46