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
251
$51K 0.01%
+1,262
252
$51K 0.01%
523
-47
253
$50K 0.01%
1,161
-598
254
$50K 0.01%
451
+119
255
$50K 0.01%
1,000
+500
256
$49K 0.01%
1,000
257
$49K 0.01%
1,500
-82
258
$49K 0.01%
+492
259
$49K 0.01%
5,000
260
$48K 0.01%
4,760
261
$48K 0.01%
1,443
+2
262
$48K 0.01%
+618
263
$48K 0.01%
1,792
264
$48K 0.01%
658
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265
$48K 0.01%
6,300
266
$47K 0.01%
+577
267
$47K 0.01%
446
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268
$45K 0.01%
1,260
269
$45K 0.01%
650
270
$45K 0.01%
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271
$44K 0.01%
730
272
$43K 0.01%
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273
$43K 0.01%
744
274
$43K 0.01%
237
+15
275
$43K 0.01%
1,031