HCL

Heard Capital LLC Portfolio holdings

AUM $1.91B
1-Year Est. Return 36.85%
This Quarter Est. Return
1 Year Est. Return
+36.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.77M
3
+$7.29M
4
ADBE icon
Adobe
ADBE
+$4.9M
5
BA icon
Boeing
BA
+$3.45M

Top Sells

1
+$18.3M
2
+$7.66M
3
+$1.25M
4
TDG icon
TransDigm Group
TDG
+$1.22M
5
NXPI icon
NXP Semiconductors
NXPI
+$374K

Sector Composition

1 Industrials 27.59%
2 Technology 27.51%
3 Financials 22.85%
4 Real Estate 10.44%
5 Communication Services 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-5,300
1
2