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
$199M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.85M
3
+$1.44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$539K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$462K

Top Sells

1
+$833K
2
+$89.1K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.8M 25.97%
1,213,945
+10,717
2
$40.3M 20.23%
1,131,637
+74,997
3
$20.7M 10.4%
210,079
+5,464
4
$15.9M 7.98%
210,502
+24,473
5
$15.2M 7.63%
133,480
-7,310
6
$13.4M 6.72%
233,625
+2,474
7
$12.7M 6.35%
382,407
+13,960
8
$10.5M 5.26%
128,069
+2,190
9
$8.73M 4.38%
356,902
+58,828
10
$2.06M 1.03%
10,750
11
$1.92M 0.96%
17,926
+89
12
$1.55M 0.78%
14,513
13
$1.32M 0.66%
28,550
+238
14
$1.09M 0.55%
5,649
-462
15
$838K 0.42%
11,807
+108
16
$558K 0.28%
5,107
+9
17
$477K 0.24%
5,418
+25
18
$302K 0.15%
9,217
+222