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
$240M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$2.59M
3
+$1.72M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.24M
5
BND icon
Vanguard Total Bond Market
BND
+$175K

Top Sells

1
+$35.6K
2
+$1.84K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55M 22.94%
1,469,386
+237,103
2
$46.7M 19.48%
1,027,586
+3,458
3
$32.7M 13.63%
376,528
+29,861
4
$24.7M 10.32%
192,910
-278
5
$22.9M 9.57%
206,057
+388
6
$14.8M 6.16%
392,577
+32,868
7
$14.5M 6.04%
616,624
+73,477
8
$10M 4.18%
118,987
+2,076
9
$8.38M 3.5%
141,681
10
$2.21M 0.92%
18,305
+98
11
$1.91M 0.79%
23,628
+870
12
$1.82M 0.76%
14,513
13
$1.55M 0.65%
29,624
14
$862K 0.36%
3,963
15
$764K 0.32%
20,398
16
$551K 0.23%
5,557
+31
17
$328K 0.14%
2,642
+513
18
$58K 0.02%
473
-15