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
$902M
AUM Growth
-$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1 +$20.6M
2 +$16.6M
3 +$10.4M
4
LRCX icon
Lam Research
LRCX
+$7.16M
5
AVAV icon
AeroVironment
AVAV
+$7.09M

Top Sells

1 +$38.5M
2 +$11.6M
3 +$1.78M
4
EQIX icon
Equinix
EQIX
+$49.9K

Sector Composition

1 Technology 33.3%
2 Financials 26.74%
3 Industrials 18.44%
4 Real Estate 12.03%
5 Communication Services 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0
27
0
28
0