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
151
$335K 0.05%
+8,328
152
$335K 0.05%
+7,040
153
$332K 0.05%
+10,025
154
$311K 0.05%
+5,835
155
$310K 0.05%
+3,664
156
$308K 0.05%
+12,475
157
$308K 0.05%
8,035
158
$307K 0.05%
+4,167
159
$305K 0.05%
+5,500
160
$293K 0.05%
31,500
161
$287K 0.05%
+2,575
162
$282K 0.05%
+2,450
163
$278K 0.04%
+8,700
164
$270K 0.04%
+6,446
165
$270K 0.04%
+3,600
166
$267K 0.04%
+4,838
167
$267K 0.04%
+6,335
168
$266K 0.04%
+4,731
169
$265K 0.04%
+5,400
170
$264K 0.04%
+2,920
171
$259K 0.04%
+8,478
172
$258K 0.04%
+10,923
173
$240K 0.04%
+4,815
174
$236K 0.04%
+5,059
175
$233K 0.04%
+4,836
5 6
7
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