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
$325M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.75M
3
+$3.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.29M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.7M

Top Sells

1
+$871K
2
+$560K
3
+$494K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$445K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$205K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-38,418
27
– –
-11,750
28
– –
-6,406
1
2