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

Top Buys

1 +$166M
2 +$32.9M
3 +$18.9M
4
INTU icon
Intuit
INTU
+$1.48M

Top Sells

1 +$38.4M
2 +$19.2M
3 +$17.5M
4
ISRG icon
Intuitive Surgical
ISRG
+$16.1M
5
ABNB icon
Airbnb
ABNB
+$15.5M

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