HCL

Heard Capital LLC Portfolio holdings

AUM $2.13B
1-Year Est. Return 30.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.57%
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 +$9.08M
2 +$8.82M
3 +$6.5M
4
ADBE icon
Adobe
ADBE
+$4.73M
5
BA icon
Boeing
BA
+$3.1M

Top Sells

1 +$16.3M
2 +$7.04M
3 +$1.14M
4
TDG icon
TransDigm Group
TDG
+$1.09M
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