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
376
$17K ﹤0.01%
+200
377
$16K ﹤0.01%
+400
378
$16K ﹤0.01%
+1,000
379
$16K ﹤0.01%
+312
380
$15K ﹤0.01%
+600
381
$15K ﹤0.01%
+320
382
$14K ﹤0.01%
138
383
$14K ﹤0.01%
+1,000
384
$14K ﹤0.01%
+250
385
$14K ﹤0.01%
+1,000
386
$14K ﹤0.01%
+228
387
$14K ﹤0.01%
+460
388
$14K ﹤0.01%
+67
389
$13K ﹤0.01%
+175
390
$13K ﹤0.01%
+500
391
$13K ﹤0.01%
+285
392
$13K ﹤0.01%
+250
393
$12K ﹤0.01%
+1,028
394
$12K ﹤0.01%
+180
395
$12K ﹤0.01%
+1,236
396
$11K ﹤0.01%
+217
397
$11K ﹤0.01%
+129
398
$11K ﹤0.01%
1,000
399
$10K ﹤0.01%
+420
400
$10K ﹤0.01%
+1,119
14 15
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