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
476
$2K ﹤0.01%
+135
477
$2K ﹤0.01%
+120
478
$2K ﹤0.01%
+35
479
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+100
480
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+68
481
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+50
482
$2K ﹤0.01%
56
+40
483
$2K ﹤0.01%
+35
484
$2K ﹤0.01%
+155
485
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+9
486
$2K ﹤0.01%
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487
$1K ﹤0.01%
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488
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489
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491
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492
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+54
493
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494
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+6
495
$1K ﹤0.01%
+108
496
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+12
497
$1K ﹤0.01%
+19
498
$1K ﹤0.01%
+21
499
$1K ﹤0.01%
+48
500
$1K ﹤0.01%
+57
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