MWP

MYCIO Wealth Partners Portfolio holdings

AUM $433M
1-Year Est. Return 13.63%
This Quarter Est. Return
1 Year Est. Return
+13.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$584M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.34M
3
+$2.64M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$2.21M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$912K

Top Sells

1
+$1.68M
2
+$784K
3
+$755K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$677K
5
BPL
Buckeye Partners, L.P.
BPL
+$630K

Sector Composition

1 Financials 20.02%
2 Industrials 11.3%
3 Materials 8.26%
4 Healthcare 6.62%
5 Technology 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$104K 0.02%
1,314
+1
252
$104K 0.02%
5,400
253
$103K 0.02%
9,282
254
$103K 0.02%
16,301
+126
255
$100K 0.02%
1,638
+65
256
$100K 0.02%
1,784
257
$100K 0.02%
4,255
+949
258
$100K 0.02%
450
259
$97K 0.02%
2,622
+14
260
$96K 0.02%
1,487
+35
261
$95K 0.02%
3,600
+3,100
262
$95K 0.02%
2,093
+2
263
$93K 0.02%
1,000
264
$93K 0.02%
3,437
265
$92K 0.02%
1,900
+26
266
$91K 0.02%
1,243
+633
267
$91K 0.02%
+5,015
268
$90K 0.02%
+1,812
269
$90K 0.02%
+1,610
270
$88K 0.02%
1,142
+15
271
$87K 0.01%
15,550
272
$85K 0.01%
3,171
273
$85K 0.01%
614
274
$85K 0.01%
3,000
275
$83K 0.01%
1,500
9 10
11
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