TI
| |
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
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 182,051 | 28,711.3 | -10.58% | 3.060 | -0.25% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
AAPL | Apple Inc | 428,444 | 27,237.3 | -18.45% | 2.900 | -0.52% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
BRK.B | Berkshire Hathaway Inc | 105,713 | 19,327.5 | -3.28% | 2.060 | -0.06% | 0.000 | -9.21% | +4.98% | 1,026,074.7 | Insurance | |
JNJ | Johnson & Johnson | 144,744 | 18,980.3 | -7.80% | 2.020 | -0.13% | 0.010 | +4.29% | +10.30% | 377,512.9 | Drug Manufacturers | |
AMZN | Amazon.com Inc | 191,680 | 18,686.1 | -7.77% | 1.990 | -0.11% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
PG | Procter & Gamble Co | 150,239 | 16,526.3 | -10.97% | 1.760 | -0.17% | 0.010 | -5.32% | -5.16% | 368,210.3 | Consumer Packaged Goods | |
JPM | JPMorgan Chase & Co | 168,528 | 15,172.6 | -3.51% | 1.620 | -0.06% | 0.010 | +22.03% | +21.61% | 797,211.0 | Banks | |
VZ | Verizon Communications Inc | 277,798 | 14,926.1 | -11.62% | 1.590 | -0.17% | 0.010 | -3.29% | +9.36% | 175,480.5 | Telecommunication Services | |
T | AT&T Inc | 444,858 | 12,967.6 | -8.34% | 1.380 | -0.12% | 0.010 | +1.68% | +22.43% | 194,065.4 | Telecommunication Services | |
INTC | Intel Corp | 231,580 | 12,533.1 | -5.02% | 1.340 | -0.05% | 0.010 | +18.69% | +16.86% | 102,201.7 | Semiconductors |
The Institutional Value Equity Portfolio's Historical Top Holdings Breakdowns
The Institutional Value Equity Portfolio Total Holding History ($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 |
|---|---|---|---|---|
Top Ranked Articles
- 1
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
Size field:
The Institutional Value Equity Portfolio's Holdings Bubble Chart
The Institutional Value Equity Portfolio News
- 1
Discussions on The Institutional Value Equity Portfolio
No discussions yet.
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers