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
$746M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1 +$31.1M
2 +$17.3M
3 +$15.4M
4
CB icon
Chubb
CB
+$15.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$14.8M

Sector Composition

1 Financials 18.51%
2 Industrials 10.41%
3 Materials 6.55%
4 Healthcare 5.16%
5 Technology 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-533
252
-75
253
-20
254
-1,000
255
-1,158
256
-289
257
-1,000
258
-1,460
259
-200
260
-2
261
-200
262
-200
263
-700
264
-211
265
-718
266
-1,108
267
-76
268
-185
269
-43
270
-5
271
-800
272
-361
273
-3,000
274
-2,250
275
-300