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
$185M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.54M
3
+$511K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$459K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$151K

Top Sells

1
+$1.12M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.4M 28.41%
1,002,403
+29,407
2
$39.9M 21.62%
936,431
+39,827
3
$22.2M 12.03%
218,066
+1,267
4
$18.4M 9.96%
156,009
-9,491
5
$13.9M 7.55%
203,800
+2,035
6
$12M 6.52%
278,917
+11,859
7
$11.1M 6.03%
148,688
+2,015
8
$8.51M 4.61%
215,678
+11,644
9
$1.83M 0.99%
14,263
10
$1.26M 0.68%
17,507
+197
11
$1.2M 0.65%
27,428
+212
12
$553K 0.3%
5,023
+20
13
$493K 0.27%
4,212
14
$476K 0.26%
5,293
+23
15
$246K 0.13%
2,069
+5