HCL
Heard Capital LLC Portfolio holdings
AUM
$1.91B
1-Year Return
36.85%
This Quarter Return
+4.79%
1 Year Return
+36.85%
3 Year Return
+116.79%
5 Year Return
+136.2%
10 Year Return
–
AUM
$639M
AUM Growth
+$124M
(+24%)
Cap. Flow
+$104M
Cap. Flow
% of AUM
16.24%
Top 10 Holdings %
Top 10 Hldgs %
79.58%
Holding
56
New
2
Increased
19
Reduced
2
Closed
4
Top Buys
| 1 |
Prologis
PLD
|
$22.2M |
| 2 |
Adobe
ADBE
|
$18.7M |
| 3 |
American Tower
AMT
|
$17M |
| 4 |
Telesat
TSAT
|
$15.7M |
| 5 |
Boeing
BA
|
$14.9M |
Top Sells
| 1 |
Lockheed Martin
LMT
|
$36.3M |
| 2 |
Vimeo
VMEO
|
$16.6M |
| 3 |
LORL
Loral Space and Communications, Inc.
LORL
|
$12.1M |
| 4 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
$4.35M |
| 5 |
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% |