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The Institutional Value Equity Portfolio | HCIVXMutual Fund | |
| HC CAPITAL TRUST | |
| Last update 2022-01-17 | 1151 Stocks (6 new) |
| Value $939.00 Mil | Turnover 0 % |
The Institutional Value Equity... Top Holdings of 2020-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 182,051 | 28,711.3 | -10.58% | 3.060 | -0.25% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AAPL | Apple Inc | 428,444 | 27,237.3 | -18.45% | 2.900 | -0.52% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
BRK.B | Berkshire Hathaway Inc | 105,713 | 19,327.5 | -3.28% | 2.060 | -0.06% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
JNJ | Johnson & Johnson | 144,744 | 18,980.3 | -7.80% | 2.020 | -0.13% | 0.010 | +4.85% | +15.08% | 393,874.2 | Drug Manufacturers | |
AMZN | Amazon.com Inc | 191,680 | 18,686.1 | -7.77% | 1.990 | -0.11% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
PG | Procter & Gamble Co | 150,239 | 16,526.3 | -10.97% | 1.760 | -0.17% | 0.010 | -7.91% | -5.70% | 363,638.5 | Consumer Packaged Goods | |
JPM | JPMorgan Chase & Co | 168,528 | 15,172.6 | -3.51% | 1.620 | -0.06% | 0.010 | +26.17% | +23.48% | 800,897.6 | Banks | |
VZ | Verizon Communications Inc | 277,798 | 14,926.1 | -11.62% | 1.590 | -0.17% | 0.010 | -5.77% | +7.31% | 172,191.9 | Telecommunication Services | |
T | AT&T Inc | 444,858 | 12,967.6 | -8.34% | 1.380 | -0.12% | 0.010 | +0.22% | +22.29% | 193,849.5 | Telecommunication Services | |
INTC | Intel Corp | 231,580 | 12,533.1 | -5.02% | 1.340 | -0.05% | 0.010 | +22.03% | +15.21% | 100,762.2 | Semiconductors |
The Institutional Value Equity Portfolio's Historical Top Holdings Breakdowns
The Institutional Value Equity Portfolio Total Holding History ($B)
The Institutional Value Equity Portfolio's Asset Allocation
The Institutional Value Equity Portfolio Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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The Institutional Value Equity Portfolio's Hypothetical Growth since 2020-03-31
The Institutional Value Equity Portfolio's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
The Institutional Value Equity Portfolio's Holdings Heat Map
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The Institutional Value Equity Portfolio's Holdings Bubble Chart
The Institutional Value Equity Portfolio News
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