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
$8.64M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$485K
3
+$439K
4
WMT icon
Walmart
WMT
+$410K
5
ADP icon
Automatic Data Processing
ADP
+$393K

Top Sells

No sells this quarter

Sector Composition

1 Financials 22.99%
2 Technology 19.47%
3 Consumer Staples 16.95%
4 Healthcare 15.07%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3K 0.03%
+8
52
$1K 0.01%
+200
53
$1K 0.01%
+43
54
$1K 0.01%
+5,366
55
$0 ﹤0.01%
+3
56
$0 ﹤0.01%
+51
57
$0 ﹤0.01%
+10
58
$0 ﹤0.01%
+4,289
59
$0 ﹤0.01%
+16
60
$0 ﹤0.01%
+800
1 2
3