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
401
$10K ﹤0.01%
+320
402
$10K ﹤0.01%
+183
403
$9K ﹤0.01%
+133
404
$9K ﹤0.01%
350
405
$9K ﹤0.01%
+200
406
$9K ﹤0.01%
+250
407
$9K ﹤0.01%
+200
408
$8K ﹤0.01%
+110
409
$8K ﹤0.01%
+150
410
$8K ﹤0.01%
+780
411
$8K ﹤0.01%
+1,600
412
$8K ﹤0.01%
+100
413
$8K ﹤0.01%
+500
414
$7K ﹤0.01%
+300
415
$7K ﹤0.01%
+120
416
$7K ﹤0.01%
+100
417
$7K ﹤0.01%
+140
418
$7K ﹤0.01%
+230
419
$7K ﹤0.01%
+165
420
$7K ﹤0.01%
+254
421
$7K ﹤0.01%
+320
422
$7K ﹤0.01%
+200
423
$6K ﹤0.01%
+380
424
$6K ﹤0.01%
+240
425
$6K ﹤0.01%
+8
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