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
$1.72B
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$55.7M
2 +$13.7M
3 +$10.3M
4
ABNB icon
Airbnb
ABNB
+$9.34M
5
V icon
Visa
V
+$6M

Top Sells

1 +$30.1M
2 +$7.58M
3 +$6.26M
4
COST icon
Costco
COST
+$1.14M
5
SCHW icon
Charles Schwab
SCHW
+$413K

Sector Composition

1 Technology 41.9%
2 Consumer Discretionary 33.88%
3 Communication Services 12.18%
4 Financials 6.9%
5 Consumer Staples 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$134K 0.01%
18,025
27
-6,540