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
251
$80K 0.01%
+2,056
252
$80K 0.01%
+1,907
253
$80K 0.01%
+1,500
254
$80K 0.01%
+8,455
255
$78K 0.01%
+1,050
256
$78K 0.01%
+1,515
257
$74K 0.01%
+9,199
258
$73K 0.01%
+5,500
259
$73K 0.01%
+3,759
260
$73K 0.01%
1,010
261
$71K 0.01%
+1,490
262
$70K 0.01%
+2,700
263
$69K 0.01%
+4,500
264
$67K 0.01%
2,086
265
$66K 0.01%
+2,040
266
$66K 0.01%
+2,686
267
$65K 0.01%
+1,433
268
$65K 0.01%
+946
269
$64K 0.01%
+1,600
270
$63K 0.01%
+2,065
271
$62K 0.01%
1,235
+100
272
$62K 0.01%
+800
273
$59K 0.01%
+5
274
$59K 0.01%
+883
275
$59K 0.01%
+4,050
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