HCC

Hirtle Callaghan & Co Portfolio holdings

AUM $2.84B
1-Year Est. Return 14.68%
This Quarter Est. Return
1 Year Est. Return
+14.68%
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
126
$409K 0.07%
+2,655
127
$409K 0.07%
+11,000
128
$399K 0.06%
+4,756
129
$391K 0.06%
+2,475
130
$390K 0.06%
+10,339
131
$387K 0.06%
+5,492
132
$386K 0.06%
+3,960
133
$377K 0.06%
+10,585
134
$377K 0.06%
+4,056
135
$376K 0.06%
+4,300
136
$376K 0.06%
+11,210
137
$375K 0.06%
+4,600
138
$374K 0.06%
+11,262
139
$373K 0.06%
+5,996
140
$368K 0.06%
+4,000
141
$366K 0.06%
+6,335
142
$364K 0.06%
+6,900
143
$356K 0.06%
+5,183
144
$352K 0.06%
+16,841
145
$351K 0.06%
+3,277
146
$348K 0.06%
+10,000
147
$348K 0.06%
+5,761
148
$345K 0.06%
+7,725
149
$338K 0.05%
+4,450
150
$335K 0.05%
14,475
4 5
6
7 8