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
$174M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$669K
3
+$509K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$422K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$89.8K

Top Sells

1
+$6.16M
2
+$291K
3
+$120K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.7M 30.29%
1,069,814
+67,411
2
$31.1M 17.86%
781,457
-154,974
3
$21.8M 12.53%
215,193
-2,873
4
$18.1M 10.41%
154,979
-1,030
5
$13.7M 7.9%
214,232
+10,432
6
$12.1M 6.93%
289,046
+10,129
7
$10.8M 6.19%
149,938
+1,250
8
$7.92M 4.56%
230,481
+14,803
9
$1.69M 0.97%
14,513
+250
10
$1.22M 0.7%
17,654
+147
11
$1.17M 0.67%
27,634
+206
12
$554K 0.32%
5,046
+23
13
$481K 0.28%
5,316
+23
14
$466K 0.27%
4,212
15
$227K 0.13%
2,078
+9