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
$110M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1 +$28.7M
2 +$17.5M
3 +$15.4M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$13.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$11.2M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$28.7M 25.97%
+648,535
2
$17.5M 15.89%
+212,197
3
$15.4M 13.95%
+432,710
4
$13.8M 12.46%
+142,750
5
$11.2M 10.17%
+195,964
6
$8.37M 7.58%
+121,795
7
$6M 5.43%
+164,312
8
$5.96M 5.39%
+153,446
9
$1.74M 1.57%
+14,563
10
$1.03M 0.94%
+25,670
11
$390K 0.35%
+4,158
12
$323K 0.29%
+4,867