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
201
$531K 0.03%
+9,146
202
$520K 0.03%
+19,939
203
$503K 0.03%
+5,088
204
$499K 0.03%
+6,595
205
$497K 0.03%
+10,371
206
$491K 0.03%
+4,877
207
$489K 0.03%
+4,421
208
$488K 0.03%
+11,607
209
$484K 0.03%
+14,737
210
$481K 0.03%
+6,800
211
$479K 0.03%
+27,987
212
$474K 0.03%
+8,000
213
$466K 0.03%
+15,853
214
$462K 0.03%
+16,486
215
$461K 0.03%
+21,080
216
$458K 0.03%
+8,822
217
$454K 0.03%
+26,420
218
$424K 0.03%
+5,012
219
$406K 0.02%
+16,116
220
$401K 0.02%
+8,886
221
$400K 0.02%
+4,928
222
$393K 0.02%
+7,779
223
$387K 0.02%
+18,600
224
$380K 0.02%
+5,190
225
$372K 0.02%
+12,200
7 8
9
10 11