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
$2.32B
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$7.7M
2 +$2.25M
3 +$757K
4
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$657K
5
MSFT icon
Microsoft
MSFT
+$580K

Sector Composition

1 Technology 1.78%
2 Communication Services 1.38%
3 Financials 0.48%
4 Consumer Staples 0.07%
5 Energy 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-337
102
-793
103
-375
104
-2,733
105
0