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
$441M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$4.87M
3
+$4.77M
4
APD icon
Air Products & Chemicals
APD
+$1.97M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.18M

Top Sells

1
+$3.28M
2
+$1.81M
3
+$664K
4
GSK icon
GSK
GSK
+$328K
5
LMT icon
Lockheed Martin
LMT
+$305K

Sector Composition

1 Financials 19.99%
2 Industrials 16.95%
3 Materials 13.36%
4 Healthcare 4.92%
5 Technology 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$51K 0.01%
1,106
+26
252
$51K 0.01%
160
+1
253
$50K 0.01%
1,000
254
$50K 0.01%
461
255
$50K 0.01%
+6,438
256
$50K 0.01%
250
257
$49K 0.01%
2,235
258
$49K 0.01%
844
259
$49K 0.01%
778
260
$49K 0.01%
1,500
261
$48K 0.01%
1,000
262
$48K 0.01%
1,000
263
$48K 0.01%
1,260
264
$46K 0.01%
2,000
265
$46K 0.01%
1,438
-92
266
$46K 0.01%
+1,792
267
$46K 0.01%
382
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268
$46K 0.01%
439
269
$45K 0.01%
1,309
270
$45K 0.01%
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271
$45K 0.01%
730
272
$45K 0.01%
1,000
273
$44K 0.01%
650
274
$44K 0.01%
602
+14
275
$44K 0.01%
400
9 10
11
12 13