The Institutional Value Equity Portfolio

The Institutional Value Equity Portfolio is a registered fund series of HC Capital Trust (series S000021772). Net assets $1.1B as of 2020-03-31.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
SS INST TREAS PLUS MM FUN$69.3M648.82%
MICROSOFT CORPORATION$28.7M268.77%
APPLE INC.$27.2M254.97%
BERKSHIRE HATHAWAY INC.$19.3M180.93%
JOHNSON & JOHNSON$19.0M177.68%
AMAZON.COM, INC.$18.7M174.92%
THE PROCTER & GAMBLE COMPANY$16.5M154.70%
JPMORGAN CHASE & CO.$15.2M142.03%
VERIZON COMMUNICATIONS INC.$14.9M139.72%
AT&T INC.$13.0M121.39%
INTEL CORPORATION$12.5M117.32%
WALMART INC.$11.4M106.49%
THE WALT DISNEY COMPANY$10.6M99.49%
PFIZER INC.$10.1M94.56%
FACEBOOK, INC.$10.1M94.41%

Net asset history

Report dateNet assets
2020-03-31$1.1B
2019-12-31$1.4B
2019-09-30$1.4B

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