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
$441M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$4.87M
3
+$4.77M
4
APD icon
Air Products & Chemicals
APD
+$1.97M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.18M

Top Sells

1
+$3.28M
2
+$1.81M
3
+$664K
4
GSK icon
GSK
GSK
+$328K
5
LMT icon
Lockheed Martin
LMT
+$305K

Sector Composition

1 Financials 19.99%
2 Industrials 16.95%
3 Materials 13.36%
4 Healthcare 4.92%
5 Technology 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$43K 0.01%
1,012
+1,003
277
$43K 0.01%
1,056
278
$43K 0.01%
314
279
$41K 0.01%
500
-55
280
$40K 0.01%
626
+32
281
$40K 0.01%
465
282
$39K 0.01%
744
283
$39K 0.01%
1,000
284
$39K 0.01%
400
-355
285
$39K 0.01%
250
286
$39K 0.01%
470
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287
$38K 0.01%
430
288
$38K 0.01%
750
289
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621
290
$37K 0.01%
80,000
291
$37K 0.01%
500
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292
$37K 0.01%
667
293
$36K 0.01%
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294
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500
295
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296
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3,000
297
$35K 0.01%
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298
$35K 0.01%
500
299
$34K 0.01%
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300
$34K 0.01%
1,000
10 11
12
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