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
$244M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1 +$25.8M
2 +$24.6M
3 +$18.9M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$8.55M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.48M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$69.8M 28.64%
1,375,685
+508,155
2
$49.1M 20.17%
1,178,980
+591,030
3
$42.2M 17.31%
439,720
+196,742
4
$20.4M 8.37%
184,281
+40,722
5
$17.1M 7.02%
264,842
+132,482
6
$16.6M 6.82%
404,014
+206,113
7
$14.4M 5.91%
214,759
+15,632
8
$11.5M 4.71%
312,561
+133,478
9
$1.09M 0.45%
17,310
+319
10
$978K 0.4%
26,186
+460
11
$457K 0.19%
4,158