MG
McCutchen Group Portfolio holdings
AUM
$464M
This Quarter Return
-14.64%
1 Year Return
-22.73%
3 Year Return
-2.54%
5 Year Return
+1.23%
10 Year Return
–
AUM
$493M
AUM Growth
+$493M
(-14%)
Cap. Flow
+$3.47M
Cap. Flow
% of AUM
0.7%
Top 10 Holdings %
Top 10 Hldgs %
88.16%
Holding
25
New
–
Increased
11
Reduced
7
Closed
2
Top Buys
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$10.1M |
| 2 |
iShares US Real Estate ETF
IYR
|
$8.17M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.35M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.62M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$1.12M |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$7.61M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$7.23M |
| 3 |
iShares Russell 3000 ETF
IWV
|
$2.48M |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$1.42M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.42M |
