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The ESG Growth Portfolio | HCESXMutual Fund | |
| HC CAPITAL TRUST | |
| Last update 2025-06-25 | 1315 Stocks (15 new) |
| Value $101.00 Mil | Turnover 0 % |
The ESG Growth Portfolio Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 23,068 | 5,124.1 | -48.98% | 5.060 | -2.76% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
NVDA | NVIDIA Corp | 37,577 | 4,072.6 | -48.48% | 4.020 | -2.37% | 0.000 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors | |
MSFT | Microsoft Corp | 10,838 | 4,068.5 | -48.39% | 4.020 | -2.13% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
AMZN | Amazon.com Inc | 14,524 | 2,763.3 | -48.30% | 2.730 | -1.48% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 8,968 | 1,386.8 | -48.77% | 1.370 | -0.80% | 0.000 | +26.47% | +1.32% | 2,326,066.7 | Interactive Media | |
GOOG | Alphabet Inc | 7,621 | 1,190.6 | -48.78% | 1.180 | -0.69% | 0.000 | +24.98% | +1.11% | 2,326,066.7 | Interactive Media | |
TSLA | Tesla Inc | 4,443 | 1,151.5 | -48.00% | 1.140 | -0.83% | 0.000 | +39.56% | -17.76% | 1,069,711.8 | Vehicles & Parts | |
AVGO | Broadcom Inc | 6,852 | 1,147.2 | -48.13% | 1.130 | -0.74% | 0.000 | +64.67% | +20.81% | 1,310,340.0 | Semiconductors | |
BRK.B | Berkshire Hathaway Inc | 2,051 | 1,092.3 | -47.72% | 1.080 | -0.42% | 0.000 | -8.19% | +5.48% | 1,030,137.3 | Insurance | |
JPM | JPMorgan Chase & Co | 4,338 | 1,064.1 | -48.72% | 1.050 | -0.49% | 0.000 | +24.30% | +23.55% | 801,337.5 | Banks |
The ESG Growth Portfolio's Historical Top Holdings Breakdowns
The ESG Growth Portfolio's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -2.76% | 209.68 ($231.67) 247.1 | $214.40 | -7.45% | Reduce -48.98% | 23,068 | -22,149 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -2.37% | 106.98 ($126.74) 149.43 | $167.03 | 31.79% | Reduce -48.48% | 37,577 | -35,359 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -2.13% | 375.39 ($407.71) 447.2 | $505.27 | 23.93% | Reduce -48.39% | 10,838 | -10,161 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -1.48% | 190.26 ($217) 242.06 | $227.47 | 4.82% | Reduce -48.3% | 14,524 | -13,567 | |
TSLA | Tesla Inc | 2025-03-31 | Reduce Reduce | -0.83% | 222.15 ($333.26) 428.22 | $332.11 | -0.35% | Reduce -48% | 4,443 | -4,101 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.80% | 154.33 ($181.36) 206.38 | $191.34 | 5.50% | Reduce -48.77% | 8,968 | -8,537 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.74% | 167.43 ($211.65) 244.7 | $278.59 | 31.63% | Reduce -48.13% | 6,852 | -6,358 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.69% | 156.06 ($183.12) 207.71 | $192.11 | 4.91% | Reduce -48.78% | 7,621 | -7,257 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -0.49% | 225.19 ($254.94) 279.95 | $291.43 | 14.31% | Reduce -48.72% | 4,338 | -4,121 | |
LLY | Eli Lilly and Co | 2025-03-31 | Reduce Reduce | -0.45% | 725.72 ($832.09) 929.72 | $776.44 | -6.69% | Reduce -48.53% | 1,241 | -1,170 |
The ESG Growth Portfolio Total Holding History ($B)
The ESG Growth Portfolio's Asset Allocation
The ESG Growth Portfolio Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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The ESG Growth Portfolio's Hypothetical Growth since 2025-03-31
The ESG Growth Portfolio's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
The ESG Growth Portfolio's Holdings Heat Map
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The ESG Growth Portfolio's Holdings Bubble Chart
The ESG Growth Portfolio News
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