HAM

Hyperion Asset Management Portfolio holdings

AUM $3.58B
1-Year Est. Return 49.99%
This Quarter Est. Return
1 Year Est. Return
+49.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.41B
AUM Growth
-$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$85.7M
3
+$45.5M
4
ABNB icon
Airbnb
ABNB
+$30.7M
5
SPOT icon
Spotify
SPOT
+$29.7M

Top Sells

1
+$48.1M
2
+$47.7M
3
+$30.1M
4
CRM icon
Salesforce
CRM
+$30M
5
MKTX icon
MarketAxess Holdings
MKTX
+$26.6M

Sector Composition

1 Technology 36.33%
2 Consumer Discretionary 33.78%
3 Communication Services 15.76%
4 Financials 7.92%
5 Consumer Staples 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$275K 0.01%
+2,000
27
$273K 0.01%
18,025
+4,100
28
– –
-64,562
1
2