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
$639M
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$22.2M
2 +$18.7M
3 +$17M
4
TSAT icon
Telesat
TSAT
+$15.7M
5
BA icon
Boeing
BA
+$14.9M

Top Sells

1 +$36.3M
2 +$16.6M
3 +$12.1M
4
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$4.35M
5
RMBS icon
Rambus
RMBS
+$1.67M

Sector Composition

1 Technology 32.78%
2 Financials 24.19%
3 Industrials 19.68%
4 Real Estate 13.03%
5 Communication Services 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-281,540
27
-35,415