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
$834M
AUM Growth
-$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$8.59M
3
+$7.65M
4
BX icon
Blackstone
BX
+$6.86M
5
AMT icon
American Tower
AMT
+$6.75M

Top Sells

1
+$16.5M
2
+$8.93M
3
+$1.11M
4
BLK icon
Blackrock
BLK
+$614K

Sector Composition

1 Technology 29.53%
2 Financials 27.53%
3 Industrials 20.16%
4 Real Estate 12.92%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-51,900
27
– –
0
28
– –
0
29
– –
0
1
2