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
101
$30K ﹤0.01%
+800
102
$28K ﹤0.01%
1,464
-360
103
$28K ﹤0.01%
258
-64
104
$28K ﹤0.01%
404
-100
105
$28K ﹤0.01%
184
-46
106
$28K ﹤0.01%
116
-28
107
$27K ﹤0.01%
345
108
$26K ﹤0.01%
304
-74
109
$26K ﹤0.01%
200
-50
110
$26K ﹤0.01%
586
-146
111
$26K ﹤0.01%
296
-72
112
$26K ﹤0.01%
478
-118
113
$25K ﹤0.01%
458
114
$24K ﹤0.01%
222
-54
115
$24K ﹤0.01%
88
-22
116
$24K ﹤0.01%
136
-28,086
117
$24K ﹤0.01%
368
-90
118
$24K ﹤0.01%
112
-26
119
$24K ﹤0.01%
222
-54
120
$24K ﹤0.01%
360
-90
121
$24K ﹤0.01%
88
-22
122
$24K ﹤0.01%
328
-82
123
$24K ﹤0.01%
148
-36
124
$24K ﹤0.01%
550
-136
125
$24K ﹤0.01%
+524
3 4
5
6 7