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
$1.67B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$81.1M
2
+$54.1M
3
+$41.5M
4
MCD icon
McDonald's
MCD
+$40.6M
5
PG icon
Procter & Gamble
PG
+$39M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.75%
2 Energy 12.58%
3 Technology 12.39%
4 Industrials 12.22%
5 Financials 11.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3M 0.18%
+86,034
102
$2.98M 0.18%
+49,239
103
$2.96M 0.18%
+34,901
104
$2.94M 0.18%
+58,346
105
$2.85M 0.17%
+84,233
106
$2.84M 0.17%
+30,000
107
$2.83M 0.17%
+32,930
108
$2.82M 0.17%
+35,167
109
$2.77M 0.17%
+62,853
110
$2.75M 0.17%
+43,171
111
$2.73M 0.16%
+30,096
112
$2.6M 0.16%
+62,873
113
$2.6M 0.16%
+26,762
114
$2.58M 0.16%
+96,106
115
$2.54M 0.15%
+26,025
116
$2.39M 0.14%
+25,652
117
$2.36M 0.14%
+42,387
118
$2.36M 0.14%
+62,865
119
$2.35M 0.14%
+115,512
120
$2.26M 0.14%
+33,411
121
$2.24M 0.13%
+29,092
122
$2.21M 0.13%
+105,460
123
$2.12M 0.13%
+20,172
124
$2.12M 0.13%
+47,878
125
$2.11M 0.13%
+30,491
3 4
5
6 7