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
126
$2.09M 0.13%
+45,717
127
$1.97M 0.12%
+34,428
128
$1.96M 0.12%
+37,520
129
$1.94M 0.12%
+32,844
130
$1.88M 0.11%
+34,890
131
$1.87M 0.11%
+69,252
132
$1.79M 0.11%
+38,111
133
$1.73M 0.1%
+25,224
134
$1.6M 0.1%
+32,521
135
$1.59M 0.1%
+22,772
136
$1.58M 0.09%
+20,386
137
$1.54M 0.09%
+11,000
138
$1.53M 0.09%
+18,287
139
$1.52M 0.09%
+27,000
140
$1.45M 0.09%
+30,413
141
$1.44M 0.09%
+17,164
142
$1.4M 0.08%
+22,848
143
$1.38M 0.08%
+20,829
144
$1.33M 0.08%
+33,873
145
$1.28M 0.08%
+26,480
146
$1.28M 0.08%
+28,000
147
$1.27M 0.08%
+11,754
148
$1.22M 0.07%
+43,854
149
$1.22M 0.07%
+231,879
150
$1.16M 0.07%
+25,884
4 5
6
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