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
$625M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$941K
3
+$800K
4
MDT icon
Medtronic
MDT
+$213K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$156K

Top Sells

1
+$4.96M
2
+$2.5M
3
+$1.76M
4
TDY icon
Teledyne Technologies
TDY
+$1.56M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$990K

Sector Composition

1 Technology 0.97%
2 Energy 0.33%
3 Healthcare 0.11%
4 Financials 0.1%
5 Communication Services 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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207
-51
77
$40K 0.01%
402
-100
78
$38K 0.01%
20
-4
79
$38K 0.01%
496
-124
80
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800
-200
81
$38K 0.01%
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-402
82
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1,076
-268
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222
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184
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85
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222
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87
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540
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$34K 0.01%
256
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91
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95
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96
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366
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97
$30K ﹤0.01%
478
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98
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332
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$30K ﹤0.01%
512
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100
$30K ﹤0.01%
504
-124
2 3
4
5 6