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
326
$33K 0.01%
+11,000
327
$32K 0.01%
+686
328
$32K 0.01%
+1,602
329
$32K 0.01%
+2,000
330
$31K 0.01%
+500
331
$31K 0.01%
105
+11
332
$31K 0.01%
+1,780
333
$31K 0.01%
+708
334
$29K ﹤0.01%
+600
335
$29K ﹤0.01%
+1,102
336
$29K ﹤0.01%
+2,000
337
$29K ﹤0.01%
+2,000
338
$28K ﹤0.01%
+1,321
339
$28K ﹤0.01%
+1,600
340
$28K ﹤0.01%
+300
341
$28K ﹤0.01%
+1,094
342
$27K ﹤0.01%
+750
343
$26K ﹤0.01%
+464
344
$26K ﹤0.01%
+495
345
$26K ﹤0.01%
+1,112
346
$26K ﹤0.01%
+859
347
$26K ﹤0.01%
+1,464
348
$26K ﹤0.01%
+991
349
$25K ﹤0.01%
+1,175
350
$25K ﹤0.01%
+455
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