MG

McCutchen Group Portfolio holdings

AUM $464M
1-Year Est. Return 22.73%
This Quarter Est. Return
1 Year Est. Return
-22.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$3.98M
2 +$2.94M
3 +$1.86M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.5M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.15M

Top Sells

1 +$12.7M
2 +$266K
3 +$116K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$85.4K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$338K 0.11%
+2,100
27
$303K 0.1%
+10,000
28
$215K 0.07%
+2,000