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
176
$230K 0.04%
+8,960
177
$228K 0.04%
+4,517
178
$228K 0.04%
+5,445
179
$227K 0.04%
+14,920
180
$227K 0.04%
+7,929
181
$227K 0.04%
+4,356
182
$226K 0.04%
4,500
183
$226K 0.04%
+2,169
184
$217K 0.04%
+3,611
185
$216K 0.03%
+1,926
186
$215K 0.03%
+3,065
187
$209K 0.03%
+592
188
$206K 0.03%
+2,499
189
$206K 0.03%
+3,216
190
$203K 0.03%
+4,012
191
$199K 0.03%
+3,859
192
$197K 0.03%
+4,216
193
$191K 0.03%
+5,240
194
$189K 0.03%
+5,252
195
$186K 0.03%
+4,572
196
$181K 0.03%
2,168
197
$179K 0.03%
+39,031
198
$175K 0.03%
8,316
199
$168K 0.03%
+1,613
200
$167K 0.03%
+2,315
6 7
8
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