HCC

Hirtle Callaghan & Co Portfolio holdings

AUM $2.64B
1-Year Est. Return 13.46%
This Quarter Est. Return
1 Year Est. Return
+13.46%
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
51
$1.37M 0.22%
+23,148
52
$1.29M 0.21%
+23,193
53
$1.28M 0.21%
+7,600
54
$1.22M 0.2%
+104,047
55
$1.22M 0.2%
+90,838
56
$1.19M 0.19%
9,882
+9,382
57
$1.16M 0.19%
+19,047
58
$1.16M 0.19%
18,107
+11,649
59
$1.16M 0.19%
+34,854
60
$1.13M 0.18%
+16,245
61
$1.13M 0.18%
44,212
+41,667
62
$1.1M 0.18%
+14,595
63
$1.02M 0.17%
22,883
+19,601
64
$1.01M 0.16%
+103,000
65
$1M 0.16%
+21,601
66
$991K 0.16%
+14,172
67
$976K 0.16%
+14,860
68
$975K 0.16%
+10,999
69
$963K 0.16%
+9,705
70
$931K 0.15%
+21,526
71
$909K 0.15%
+32,100
72
$906K 0.15%
+12,650
73
$904K 0.15%
+40,012
74
$898K 0.15%
+14,918
75
$886K 0.14%
+19,596
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3
4 5