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
$1.59B
AUM Growth
+$98.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$42.8M
2 +$37.2M
3 +$32.4M
4
FICO icon
Fair Isaac
FICO
+$25.6M
5
MC icon
Moelis & Co
MC
+$14.7M

Top Sells

1 +$58M
2 +$31.4M
3 +$12.7M
4
AVAV icon
AeroVironment
AVAV
+$11.2M
5
BLK icon
Blackrock
BLK
+$10.8M

Sector Composition

1 Financials 30.97%
2 Technology 26.44%
3 Real Estate 20.23%
4 Industrials 18.39%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0