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
451
$3K ﹤0.01%
+100
452
$3K ﹤0.01%
+155
453
$3K ﹤0.01%
+400
454
$3K ﹤0.01%
+128
455
$3K ﹤0.01%
130
456
$3K ﹤0.01%
+4
457
$3K ﹤0.01%
+80
458
$3K ﹤0.01%
+60
459
$3K ﹤0.01%
+300
460
$3K ﹤0.01%
+100
461
$3K ﹤0.01%
+55
462
$3K ﹤0.01%
+500
463
$2K ﹤0.01%
+150
464
$2K ﹤0.01%
+18
465
$2K ﹤0.01%
+100
466
$2K ﹤0.01%
+50
467
$2K ﹤0.01%
+50
468
$2K ﹤0.01%
+94
469
$2K ﹤0.01%
+50
470
$2K ﹤0.01%
+30
471
$2K ﹤0.01%
+24
472
$2K ﹤0.01%
+50
473
$2K ﹤0.01%
+54
474
$2K ﹤0.01%
+19
475
$2K ﹤0.01%
+50
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19
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