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
$252M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1
+$847K
2
+$389K
3
+$310K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$269K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$208K

Top Sells

1
+$115K
2
+$59.2K
3
+$17.5K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.5M 23.23%
1,487,617
+21,560
2
$47.9M 19.03%
1,001,116
+8,137
3
$31.3M 12.44%
379,153
+3,757
4
$27.6M 10.96%
197,089
+1,922
5
$25.2M 10.02%
207,848
+76
6
$16.3M 6.48%
410,256
+5,225
7
$14.9M 5.9%
631,549
+8,644
8
$9.82M 3.9%
121,063
+1,949
9
$8.57M 3.4%
137,513
10
$3.17M 1.26%
26,673
11
$2.42M 0.96%
18,407
-451
12
$2.02M 0.8%
25,770
+581
13
$1.56M 0.62%
31,278
+246
14
$813K 0.32%
20,628
15
$775K 0.31%
3,265
-484
16
$579K 0.23%
5,359
+24
17
$264K 0.1%
1,918
-127
18
$64K 0.03%
477
+1