McCutchen

Latest statistics and disclosures from McCutchen Group's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, VEA, VEU, VNQ, USRT, and represent 63.62% of McCutchen Group's stock portfolio.
  • Added to shares of these 10 stocks: IEMG (+$10M), IYR (+$8.2M), VEA, IEFA, VTI, BND, BSV, IWB, IVV, EFA.
  • Reduced shares in these 9 stocks: VNQ (-$7.6M), VWO (-$7.2M), IWV, IXUS, VEU, USRT, SCHA, GDX, IWM.
  • Sold out of its positions in SCHA, GDX.
  • McCutchen Group was a net buyer of stock by $3.5M.
  • McCutchen Group has $493M in assets under management (AUM), dropping by -14.16%.
  • Central Index Key (CIK): 0001544224

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Portfolio Holdings for McCutchen Group

McCutchen Group holds 23 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 17.8 $88M 464k 188.62
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 13.5 $67M +5% 1.6M 40.80
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 12.2 $60M -2% 1.2M 49.96
Vanguard Index Fds Real Estate Etf (VNQ) 11.8 $58M -11% 637k 91.11
Ishares Tr Cre U S Reit Etf (USRT) 8.3 $41M -2% 769k 53.40
Ishares Tr Russell 3000 Etf (IWV) 6.5 $32M -7% 147k 217.39
Ishares Tr U.s. Real Es Etf (IYR) 5.0 $25M +48% 270k 91.98
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.0 $24M -22% 586k 41.65
Ishares Core Msci Emkt (IEMG) 4.9 $24M +72% 489k 49.06
Ishares Tr Core Msci Eafe (IEFA) 3.2 $16M +11% 270k 58.85
Ishares Tr Core Msci Total (IXUS) 2.8 $14M -9% 238k 57.03
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.3 $12M 149k 76.79
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.1 $11M +3% 140k 75.26
Ishares Tr Msci Eafe Etf (EFA) 1.6 $8.1M 129k 62.49

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Ishares Tr Msci Emg Mkt Etf (EEM) 1.0 $4.9M 123k 40.10
Ishares Tr Rus 1000 Etf (IWB) 0.7 $3.4M 16k 207.74
Ishares Tr Cohen Steer Reit (ICF) 0.3 $1.6M 26k 60.76
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.4M 3.7k 379.15
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.0M 2.7k 377.11
Spdr Gold Tr Gold Shs (GLD) 0.2 $975k 5.8k 168.42
Vanguard Index Fds Large Cap Etf (VV) 0.2 $921k 5.3k 172.41
Ishares Tr Russell 2000 Etf (IWM) 0.1 $266k -5% 1.6k 169.53
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $207k 4.6k 44.67

Past Filings by McCutchen Group

SEC 13F filings are viewable for McCutchen Group going back to 2011

View all past filings