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
$1.54B
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$108M
2 +$32.7M
3 +$16.1M
4
INTU icon
Intuit
INTU
+$1.45M

Top Sells

1 +$35.7M
2 +$17.5M
3 +$16.4M
4
MSFT icon
Microsoft
MSFT
+$15.4M
5
ROKU icon
Roku
ROKU
+$14.9M

Sector Composition

1 Technology 48.38%
2 Consumer Discretionary 31.09%
3 Financials 8.28%
4 Communication Services 7.91%
5 Consumer Staples 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-23,270