HCC

Hirtle Callaghan & Co Portfolio holdings

AUM $2.84B
1-Year Est. Return 14.68%
This Quarter Est. Return
1 Year Est. Return
+14.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$619M
AUM Growth
+$611M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$89.2M
2
+$77.6M
3
+$30.7M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$22.2M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$20.8M

Top Sells

1
+$110K
2
+$24.1K
3
+$19.1K

Sector Composition

1 Consumer Staples 23.38%
2 Financials 7.15%
3 Energy 6.16%
4 Healthcare 4.27%
5 Technology 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$118K 0.02%
+3,127
227
$115K 0.02%
+6,980
228
$113K 0.02%
+979
229
$113K 0.02%
+4,869
230
$112K 0.02%
+467
231
$112K 0.02%
+3,048
232
$111K 0.02%
+1,489
233
$108K 0.02%
+9,743
234
$104K 0.02%
+2,200
235
$102K 0.02%
+1,890
236
$99K 0.02%
+413
237
$97K 0.02%
+1,057
238
$92K 0.01%
+2,700
239
$91K 0.01%
+2,000
240
$91K 0.01%
+2,005
241
$89K 0.01%
+6,100
242
$87K 0.01%
+2,500
243
$87K 0.01%
+1,866
244
$85K 0.01%
+1,004
245
$85K 0.01%
+3,051
246
$84K 0.01%
+2,025
247
$83K 0.01%
+850
248
$81K 0.01%
+2,813
249
$80K 0.01%
+2,500
250
$80K 0.01%
+4,000
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