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
$1.2B
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$57.2M
2 +$35.5M
3 +$27.1M
4
ADBE icon
Adobe
ADBE
+$18.9M
5
APO icon
Apollo Global Management
APO
+$16.8M

Top Sells

1 +$7.68M
2 +$3.6M
3 +$1.77M
4
PLD icon
Prologis
PLD
+$1M

Sector Composition

1 Financials 30.06%
2 Technology 24.35%
3 Real Estate 17.96%
4 Industrials 17.9%
5 Communication Services 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0