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
$923M
AUM Growth
+$89.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$24.1M
2 +$18.8M
3 +$16.9M
4
AVAV icon
AeroVironment
AVAV
+$12.8M
5
BX icon
Blackstone
BX
+$11M

Top Sells

1 +$60.4M
2 +$55.1M
3 +$15.8M
4
BLK icon
Blackrock
BLK
+$9.19M
5
LRCX icon
Lam Research
LRCX
+$3.71M

Sector Composition

1 Financials 28.81%
2 Technology 25.67%
3 Industrials 18.15%
4 Real Estate 16.82%
5 Communication Services 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-39,750
27
0