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
$1.49B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$25M
2 +$6.2M
3 +$1.73M
4
ATEX icon
Anterix
ATEX
+$530K
5
TSAT icon
Telesat
TSAT
+$222K

Top Sells

1 +$31.3M
2 +$17.7M
3 +$16.4M
4
BLK icon
Blackrock
BLK
+$14.2M
5
ADBE icon
Adobe
ADBE
+$13.4M

Sector Composition

1 Financials 31.07%
2 Technology 23.54%
3 Industrials 19.18%
4 Real Estate 18%
5 Communication Services 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0