MWP
MYCIO Wealth Partners Portfolio holdings
AUM
$433M
1-Year Return
13.63%
This Quarter Return
+2.95%
1 Year Return
+13.63%
3 Year Return
+48.96%
5 Year Return
+111.15%
10 Year Return
+164.65%
AUM
$361M
AUM Growth
–
Cap. Flow
+$361M
Cap. Flow
% of AUM
99.99%
Top 10 Holdings %
Top 10 Hldgs %
69.49%
Holding
595
New
591
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Chubb
CB
|
+$55.8M |
| 2 |
Wabtec
WAB
|
+$51.3M |
| 3 |
Air Products & Chemicals
APD
|
+$44M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$33.4M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$29.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 18.04% |
| 2 | Industrials | 16.38% |
| 3 | Materials | 14.19% |
| 4 | Consumer Discretionary | 4.07% |
| 5 | Healthcare | 3.61% |
