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

Top Buys

1 +$16.9M
2 +$13.7M
3 +$9.43M
4
AVAV icon
AeroVironment
AVAV
+$6.56M
5
LRCX icon
Lam Research
LRCX
+$6.41M

Top Sells

1 +$39.2M
2 +$10.1M
3 +$1.61M
4
EQIX icon
Equinix
EQIX
+$47.3K

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