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HCL

Heard Capital LLC Portfolio holdings

AUM $1.93B
1-Year Est. Return 21.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.06B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$67.4M
2
+$39.8M
3
+$33.1M
4
TDG icon
TransDigm Group
TDG
+$32M
5
APO icon
Apollo Global Management
APO
+$26M

Top Sells

1
+$57.7M
2
+$17.7M
3
+$17.2M
4
BX icon
Blackstone
BX
+$12.7M
5
MC icon
Moelis & Co
MC
+$11.7M

Sector Composition

1 Technology 37.38%
2 Financials 28.09%
3 Industrials 22.79%
4 Real Estate 9.71%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$224M 10.86%
149,530
+44,806
2
$212M 10.3%
1,585,240
-166,950
3
$207M 10.02%
156,723
+22,396
4
$195M 9.48%
1,016,365
+191,155
5
$194M 9.43%
1,458,695
+183,725
6
$188M 9.14%
1,032,918
+203,928
7
$185M 9%
1,085,430
-74,290
8
$153M 7.43%
486,465
-66,560
9
$143M 6.96%
431,740
+45,745
10
$110M 5.34%
215,840
+20,442
11
$105M 5.07%
296,365
-160,967
12
$54M 2.62%
756,540
-163,700
13
$39M 1.89%
1,472,335
-45,375
14
$36.9M 1.79%
1,716,738
15
$3.64M 0.18%
4,653
16
$3.62M 0.18%
16,500
17
$2.41M 0.12%
14,480
18
$1.78M 0.09%
11,150
19
$985K 0.05%
8,600
20
$726K 0.04%
21,307
21
$628K 0.03%
2,282