# 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

- Series ID: S000021772
- Registrant: HC Capital Trust
- LEI: 549300N5F4V828YS4O14
- Net assets: $1.1B
- Total assets: $1.1B
- As of: 2020-03-31

## Advisers

- [Pacific Investment Management Company, LLC (Subadvisor)](https://search.stillhousedata.com/firm/104559)
- [HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC (Advisor)](https://search.stillhousedata.com/firm/105403)
- [Mellon Investments Corporation (formerly BNY Mellon Asset Management North America Corporation) (Subadvisor)](https://search.stillhousedata.com/firm/105764)
- [Cadence Capital Management, LLC (Subadvisor)](https://search.stillhousedata.com/firm/106561)
- [Parametric Portfolio Associates, LLC (Subadvisor)](https://search.stillhousedata.com/firm/114310)

## Top holdings (200 reported)

_Showing 15 of 200 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| SS INST TREAS PLUS MM FUN | — | $69.3M | 648.82% |
| [MICROSOFT CORPORATION](https://search.stillhousedata.com/security/594918104) | — | $28.7M | 268.77% |
| [APPLE INC.](https://search.stillhousedata.com/security/037833100) | — | $27.2M | 254.97% |
| [BERKSHIRE HATHAWAY INC.](https://search.stillhousedata.com/security/084670702) | — | $19.3M | 180.93% |
| [JOHNSON & JOHNSON](https://search.stillhousedata.com/security/478160104) | — | $19.0M | 177.68% |
| [AMAZON.COM, INC.](https://search.stillhousedata.com/security/023135106) | — | $18.7M | 174.92% |
| [THE PROCTER & GAMBLE COMPANY](https://search.stillhousedata.com/security/742718109) | — | $16.5M | 154.70% |
| [JPMORGAN CHASE & CO.](https://search.stillhousedata.com/security/46625H100) | — | $15.2M | 142.03% |
| [VERIZON COMMUNICATIONS INC.](https://search.stillhousedata.com/security/92343V104) | — | $14.9M | 139.72% |
| [AT&T INC.](https://search.stillhousedata.com/security/00206R102) | — | $13.0M | 121.39% |
| [INTEL CORPORATION](https://search.stillhousedata.com/security/458140100) | — | $12.5M | 117.32% |
| [WALMART INC.](https://search.stillhousedata.com/security/931142103) | — | $11.4M | 106.49% |
| [THE WALT DISNEY COMPANY](https://search.stillhousedata.com/security/254687106) | — | $10.6M | 99.49% |
| [PFIZER INC.](https://search.stillhousedata.com/security/717081103) | — | $10.1M | 94.56% |
| [FACEBOOK, INC.](https://search.stillhousedata.com/security/30303M102) | — | $10.1M | 94.41% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2020-03-31 | $1.1B |
| 2019-12-31 | $1.4B |
| 2019-09-30 | $1.4B |

## More

- [Registrant: HC Capital Trust](https://search.stillhousedata.com/registrant/934563)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000021772.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.