HCC

Hirtle Callaghan & Co Portfolio holdings

AUM $2.64B
1-Year Est. Return 13.46%
This Quarter Est. Return
1 Year Est. Return
+13.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$625M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$941K
3
+$800K
4
MDT icon
Medtronic
MDT
+$213K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$156K

Top Sells

1
+$4.96M
2
+$2.5M
3
+$1.76M
4
TDY icon
Teledyne Technologies
TDY
+$1.56M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$990K

Sector Composition

1 Technology 0.97%
2 Energy 0.33%
3 Healthcare 0.11%
4 Financials 0.1%
5 Communication Services 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8K ﹤0.01%
+127
177
$8K ﹤0.01%
512
-488
178
$6K ﹤0.01%
322
-80
179
$6K ﹤0.01%
+250
180
$6K ﹤0.01%
106
-26
181
$5K ﹤0.01%
160
182
$4K ﹤0.01%
+170
183
$4K ﹤0.01%
148
-36
184
$2K ﹤0.01%
660
-164
185
$2K ﹤0.01%
44
-10
186
$2K ﹤0.01%
256
-64
187
– –
-10
188
– –
-3
189
– –
-60
190
– –
-458
191
– –
-2,213
4 5 6 7
8