MWP

MYCIO Wealth Partners Portfolio holdings

AUM $483M
1-Year Est. Return 15.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$887M
AUM Growth
-$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1 +$4.94M
2 +$4.73M
3 +$3.33M
4
AAPL icon
Apple
AAPL
+$2.46M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.45M

Top Sells

1 +$6.09M
2 +$2.81M
3 +$2.44M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.94M
5
CELG
Celgene Corp
CELG
+$1M

Sector Composition

1 Financials 18.87%
2 Industrials 8.66%
3 Technology 5.96%
4 Materials 5.32%
5 Healthcare 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$47K 0.01%
16,461
252
$36K ﹤0.01%
1,654
+18
253
0
254
$20K ﹤0.01%
+10,000
255
-3,398
256
-1,217
257
-3,675
258
-3,636
259
-9,197
260
-8,000
261
-11,000
262
0
263
-36,918