HCL

Heard Capital LLC Portfolio holdings

AUM $2.06B
1-Year Est. Return 29.12%
This Quarter Est. Return
1 Year Est. Return
+29.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$8.96M
2
+$8.11M
3
+$7.95M
4
TDG icon
TransDigm Group
TDG
+$6.71M
5
LRCX icon
Lam Research
LRCX
+$5.82M

Top Sells

1
+$9.57M
2
+$843K
3
+$444K
4
HP icon
Helmerich & Payne
HP
+$364K

Sector Composition

1 Technology 31.96%
2 Industrials 31.53%
3 Financials 23.18%
4 Real Estate 9.56%
5 Consumer Discretionary 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-43,571
27
– –
-31,164
28
– –
-8,006
29
– –
0
30
– –
0
1
2