HAM

Hyperion Asset Management Portfolio holdings

AUM $3.58B
1-Year Est. Return 17.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.46%
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
+$66.4M
2
+$17.7M
3
+$11.7M
4
ABNB icon
Airbnb
ABNB
+$9.85M
5
V icon
Visa
V
+$6.87M

Top Sells

1
+$31.7M
2
+$8.47M
3
+$7.26M
4
COST icon
Costco
COST
+$1.26M
5
META icon
Meta Platforms (Facebook)
META
+$425K

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
1
2