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
$474M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
743
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$5.84M
3 +$2.58M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.57M
5
AAPL icon
Apple
AAPL
+$1.95M

Top Sells

1 +$4.61M
2 +$2.48M
3 +$1.89M
4
CB icon
Chubb
CB
+$1.55M
5
SEE icon
Sealed Air
SEE
+$1.33M

Sector Composition

1 Financials 19.91%
2 Industrials 16.56%
3 Materials 11.94%
4 Technology 5.05%
5 Healthcare 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$43K 0.01%
250
277
$42K 0.01%
+302
278
$42K 0.01%
465
279
$42K 0.01%
750
280
$42K 0.01%
374
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281
$42K 0.01%
199
282
$41K 0.01%
500
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$41K 0.01%
6,250
284
$40K 0.01%
1,000
285
$40K 0.01%
615
+4
286
$39K 0.01%
660
-1,637
287
$39K 0.01%
430
288
$39K 0.01%
621
289
$39K 0.01%
597
+35
290
$39K 0.01%
2,000
291
$38K 0.01%
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292
$38K 0.01%
500
293
$38K 0.01%
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294
$38K 0.01%
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295
$38K 0.01%
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296
$38K 0.01%
844
297
$37K 0.01%
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298
$37K 0.01%
850
299
$36K 0.01%
1,704
+1,452
300
$36K 0.01%
310
+154