HCL
Heard Capital LLC Portfolio holdings
AUM
$1.91B
1-Year Return
36.85%
This Quarter Return
+19.88%
1 Year Return
+36.85%
3 Year Return
+116.79%
5 Year Return
+136.2%
10 Year Return
–
AUM
$299M
AUM Growth
+$58.4M
(+24%)
Cap. Flow
+$10.7M
Cap. Flow
% of AUM
3.57%
Top 10 Holdings %
Top 10 Hldgs %
78.55%
Holding
70
New
3
Increased
7
Reduced
8
Closed
2
Top Buys
| 1 |
Anterix
ATEX
|
$10.1M |
| 2 |
American Tower
AMT
|
$8.77M |
| 3 |
BlackBerry
BB
|
$7.29M |
| 4 |
Adobe
ADBE
|
$4.9M |
| 5 |
Boeing
BA
|
$3.45M |
Top Sells
| 1 |
Lam Research
LRCX
|
$18.3M |
| 2 |
Blackrock
BLK
|
$7.66M |
| 3 |
Fair Isaac
FICO
|
$1.25M |
| 4 |
TransDigm Group
TDG
|
$1.22M |
| 5 |
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% |