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

Top Buys

1
+$10.6M
2
+$9.98M
3
+$9.3M
4
AMT icon
American Tower
AMT
+$8.07M
5
BX icon
Blackstone
BX
+$7.94M

Top Sells

1
+$18.2M
2
+$13.2M
3
+$1.11M
4
BLK icon
Blackrock
BLK
+$730K

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