MWP

MYCIO Wealth Partners Portfolio holdings

AUM $432M
1-Year Est. Return 3.73%
This Quarter Est. Return
1 Year Est. Return
+3.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$474M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
743
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$5.84M
3 +$2.58M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.57M
5
AAPL icon
Apple
AAPL
+$1.95M

Top Sells

1 +$4.61M
2 +$2.48M
3 +$1.89M
4
CB icon
Chubb
CB
+$1.55M
5
SEE icon
Sealed Air
SEE
+$1.33M

Sector Composition

1 Financials 19.91%
2 Industrials 16.56%
3 Materials 11.94%
4 Technology 5.05%
5 Healthcare 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$69K 0.01%
1,051
+50
227
$69K 0.01%
863
+2
228
$68K 0.01%
349
+51
229
$66K 0.01%
1,664
+4
230
$65K 0.01%
1,448
+392
231
$65K 0.01%
1,058
232
$65K 0.01%
1,456
+880
233
$65K 0.01%
950
234
$64K 0.01%
537
235
$61K 0.01%
664
+201
236
$61K 0.01%
+1,509
237
$61K 0.01%
1,368
+1,208
238
$60K 0.01%
3,691
+91
239
$60K 0.01%
751
-32
240
$58K 0.01%
+1,086
241
$58K 0.01%
1,000
-359
242
$58K 0.01%
+12,000
243
$55K 0.01%
1,765
+1,000
244
$55K 0.01%
1,500
245
$54K 0.01%
+1,000
246
$54K 0.01%
1,973
247
$53K 0.01%
1,000
248
$52K 0.01%
1,224
+204
249
$52K 0.01%
414
+32
250
$51K 0.01%
1,309