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
$535M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$45.7M
2
+$34.7M
3
+$6.93M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$6.18M
5
TDY icon
Teledyne Technologies
TDY
+$5.84M

Top Sells

1
+$18.9M
2
+$17.7M
3
+$4.16M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.91M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$803K

Sector Composition

1 Technology 2.94%
2 Healthcare 1.73%
3 Financials 1.38%
4 Consumer Discretionary 0.97%
5 Industrials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
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