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

Top Buys

1
+$23.7M
2
+$18.5M
3
+$18.4M
4
AVAV icon
AeroVironment
AVAV
+$12.8M
5
BX icon
Blackstone
BX
+$12.8M

Top Sells

1
+$51.8M
2
+$48.4M
3
+$15.8M
4
BLK icon
Blackrock
BLK
+$8.66M
5
LRCX icon
Lam Research
LRCX
+$3.69M

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
1
2