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
176
$753K 0.05%
+7,346
177
$710K 0.04%
+11,249
178
$705K 0.04%
+9,726
179
$693K 0.04%
+15,164
180
$693K 0.04%
+8,622
181
$691K 0.04%
+10,880
182
$678K 0.04%
+32,466
183
$651K 0.04%
+10,000
184
$650K 0.04%
+10,255
185
$644K 0.04%
+10,620
186
$636K 0.04%
+29,356
187
$633K 0.04%
+20,364
188
$627K 0.04%
+32,472
189
$600K 0.04%
+53,260
190
$588K 0.04%
+17,252
191
$585K 0.04%
+8,880
192
$583K 0.04%
+18,876
193
$572K 0.03%
+12,888
194
$569K 0.03%
+5,691
195
$564K 0.03%
+5,714
196
$556K 0.03%
+8,901
197
$554K 0.03%
+11,710
198
$552K 0.03%
+7,200
199
$543K 0.03%
+11,266
200
$539K 0.03%
+23,994
6 7
8
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