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
$429M
AUM Growth
-$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$50.9M
2 +$9.48M
3 +$3.93M
4
AMLP icon
Alerian MLP ETF
AMLP
+$317K
5
UNH icon
UnitedHealth
UNH
+$110K

Top Sells

1 +$186M
2 +$24.4M
3 +$4.91M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.67M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.07M

Sector Composition

1 Healthcare 0.99%
2 Financials 0.94%
3 Technology 0.62%
4 Consumer Staples 0.55%
5 Industrials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-650
177
-144