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
$189M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$4.38M
3
+$2.84M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.53M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.46M

Top Sells

1
+$3.77M
2
+$617K
3
+$176K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53M 28.02%
1,130,318
+60,504
2
$34M 17.98%
897,141
+115,684
3
$22.6M 11.97%
213,534
-1,659
4
$18.3M 9.7%
149,931
-5,048
5
$13.5M 7.17%
222,651
+8,419
6
$13.1M 6.94%
161,987
+12,049
7
$13.1M 6.93%
327,351
+38,305
8
$10.2M 5.4%
+123,993
9
$3.12M 1.65%
104,290
-126,191
10
$2.04M 1.08%
17,790
+12,744
11
$1.65M 0.87%
14,513
12
$1.37M 0.72%
17,814
+160
13
$1.35M 0.71%
27,848
+214
14
$507K 0.27%
5,368
+52
15
$498K 0.26%
4,271
+59
16
$353K 0.19%
+8,995
17
$249K 0.13%
2,083
+5