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
$284M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$960K
3
+$914K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$718K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$702K

Top Sells

1
+$133K
2
+$85.4K
3
+$43.3K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.2K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72.4M 25.48%
1,667,343
+90,462
2
$48.6M 17.12%
922,584
+13,626
3
$30.1M 10.61%
362,549
+8,448
4
$28.1M 9.89%
216,845
+7,059
5
$26.2M 9.23%
175,603
-572
6
$18.3M 6.45%
420,666
+22,034
7
$15M 5.29%
646,096
+13,422
8
$9.52M 3.35%
139,065
9
$8.72M 3.07%
109,225
+1,452
10
$8.64M 3.04%
105,427
+1,473
11
$7.58M 2.67%
140,331
+2,235
12
$2.59M 0.91%
18,490
+83
13
$1.76M 0.62%
14,513
14
$1.63M 0.57%
20,409
-542
15
$1.59M 0.56%
31,516
+238
16
$941K 0.33%
3,720
-60
17
$929K 0.33%
20,723
18
$624K 0.22%
5,410
+28
19
$418K 0.15%
1,655
-526
20
$285K 0.1%
1,924
+6