HCC

Hirtle Callaghan & Co Portfolio holdings

AUM $2.94B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
+$1.65M
2
+$460K
3
+$448K
4
WMT icon
Walmart Inc
WMT
+$423K
5
ADP icon
Automatic Data Processing
ADP
+$385K

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.6%
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
$1K 0.01%
+200
52
$1K 0.01%
+43
53
$1K 0.01%
+5,366
54
$0 ﹤0.01%
+3
55
$0 ﹤0.01%
+51
56
$0 ﹤0.01%
+10
57
$0 ﹤0.01%
+16
58
$0 ﹤0.01%
+800
1 2
3