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
301
$45K 0.01%
+2,805
302
$44K 0.01%
+3,840
303
$43K 0.01%
1,127
-501
304
$42K 0.01%
+540
305
$42K 0.01%
+836
306
$42K 0.01%
+1,155
307
$42K 0.01%
+1,066
308
$42K 0.01%
+45
309
$41K 0.01%
+322
310
$41K 0.01%
+977
311
$39K 0.01%
+343
312
$38K 0.01%
+4,563
313
$38K 0.01%
+1,800
314
$38K 0.01%
+866
315
$38K 0.01%
+2,800
316
$37K 0.01%
+1,300
317
$37K 0.01%
+400
318
$37K 0.01%
+4,395
319
$37K 0.01%
+4,000
320
$36K 0.01%
+537
321
$34K 0.01%
+1,403
322
$34K 0.01%
+807
323
$33K 0.01%
+400
324
$33K 0.01%
+728
325
$33K 0.01%
+2,000
11 12
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