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
276
$56K 0.01%
+7,000
277
$55K 0.01%
+1,051
278
$55K 0.01%
+1,525
279
$54K 0.01%
+1,001
280
$53K 0.01%
+1,400
281
$53K 0.01%
+852
282
$52K 0.01%
+2,500
283
$52K 0.01%
+2,600
284
$52K 0.01%
+502
285
$51K 0.01%
+1,339
286
$51K 0.01%
+1,416
287
$51K 0.01%
830
+119
288
$51K 0.01%
+802
289
$50K 0.01%
+1,800
290
$50K 0.01%
+4,000
291
$49K 0.01%
+1,332
292
$49K 0.01%
+2,746
293
$49K 0.01%
+1,800
294
$49K 0.01%
+5,855
295
$48K 0.01%
+14,907
296
$48K 0.01%
+3,268
297
$48K 0.01%
+5,000
298
$47K 0.01%
+1,000
299
$45K 0.01%
+1,417
300
$45K 0.01%
+1,786
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