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

Top Buys

1 +$26.4M
2 +$6.55M
3 +$1.89M
4
ATEX icon
Anterix
ATEX
+$547K
5
TSAT icon
Telesat
TSAT
+$207K

Top Sells

1 +$35.8M
2 +$20.4M
3 +$18M
4
BLK icon
Blackrock
BLK
+$16.5M
5
ADBE icon
Adobe
ADBE
+$13.9M

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