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
$1.64B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$92M
2 +$58.4M
3 +$48.3M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$30.5M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$28.1M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-20,060