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
$203M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.14M
3
+$1.05M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$735K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$360K

Top Sells

1
+$211K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55.4M 27.3%
1,137,273
+6,955
2
$37.9M 18.66%
950,855
+53,714
3
$23.3M 11.46%
216,891
+3,357
4
$18.4M 9.04%
148,230
-1,701
5
$14.7M 7.25%
174,446
+12,459
6
$14.3M 7.04%
222,651
7
$14.1M 6.95%
345,332
+17,981
8
$10.5M 5.17%
125,908
+1,915
9
$6.25M 3.08%
225,566
+121,276
10
$2.06M 1.02%
17,816
+26
11
$1.65M 0.81%
14,513
12
$1.43M 0.7%
18,001
+187
13
$1.42M 0.7%
28,122
+274
14
$524K 0.26%
4,271
15
$511K 0.25%
5,368
16
$361K 0.18%
8,995
17
$260K 0.13%
2,091
+8