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
$1.71B
AUM Growth
-$701M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$57.5M
2 +$36.9M
3 +$20.1M
4
NOW icon
ServiceNow
NOW
+$17.4M
5
INTU icon
Intuit
INTU
+$14.2M

Top Sells

1 +$75.9M
2 +$24.7M
3 +$24M
4
META icon
Meta Platforms (Facebook)
META
+$22.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.27M

Sector Composition

1 Technology 41.12%
2 Consumer Discretionary 31.56%
3 Communication Services 14.58%
4 Financials 7.3%
5 Consumer Staples 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$233K 0.01%
5,355
27
$129K 0.01%
18,025
28
-656,085