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
426
$6K ﹤0.01%
+50
427
$6K ﹤0.01%
+179
428
$6K ﹤0.01%
+214
429
$6K ﹤0.01%
+172
430
$6K ﹤0.01%
+170
431
$6K ﹤0.01%
+240
432
$6K ﹤0.01%
+27
433
$6K ﹤0.01%
+427
434
$5K ﹤0.01%
8
435
$5K ﹤0.01%
+57
436
$5K ﹤0.01%
+225
437
$5K ﹤0.01%
+2,000
438
$5K ﹤0.01%
+20,000
439
$4K ﹤0.01%
+150
440
$4K ﹤0.01%
+50
441
$4K ﹤0.01%
+120
442
$4K ﹤0.01%
+40
443
$4K ﹤0.01%
+200
444
$4K ﹤0.01%
+40
445
$4K ﹤0.01%
+1,000
446
$4K ﹤0.01%
+175
447
$3K ﹤0.01%
100
448
$3K ﹤0.01%
+207
449
$3K ﹤0.01%
+297
450
$3K ﹤0.01%
+200
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