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
$307M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$1.48M
3
+$1.34M
4
BND icon
Vanguard Total Bond Market
BND
+$1.32M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.24M

Top Sells

1
+$736K
2
+$415K
3
+$20K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66.9M 21.76%
1,539,739
+27,146
2
$48.5M 15.77%
925,965
-7,926
3
$41.9M 13.62%
518,748
+64,359
4
$32.1M 10.44%
213,359
+3,050
5
$28.7M 9.34%
165,777
-4,250
6
$20.4M 6.64%
491,829
+29,968
7
$20.2M 6.58%
850,545
+62,191
8
$10.3M 3.36%
132,406
+17,118
9
$9.76M 3.18%
123,970
+16,726
10
$9.74M 3.17%
143,327
11
$7.56M 2.46%
146,030
-386
12
$3.05M 0.99%
18,762
+59
13
$1.68M 0.55%
20,789
+165
14
$1.64M 0.53%
32,542
+268
15
$1.64M 0.53%
14,513
16
$1.11M 0.36%
3,791
+17
17
$729K 0.24%
5,435
18
$676K 0.22%
15,754
19
$469K 0.15%
1,605
+100
20
$317K 0.1%
1,876