MWP

MYCIO Wealth Partners Portfolio holdings

AUM $433M
1-Year Est. Return 13.63%
This Quarter Est. Return
1 Year Est. Return
+13.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$584M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.34M
3
+$2.64M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$2.21M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$912K

Top Sells

1
+$1.68M
2
+$784K
3
+$755K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$677K
5
BPL
Buckeye Partners, L.P.
BPL
+$630K

Sector Composition

1 Financials 20.02%
2 Industrials 11.3%
3 Materials 8.26%
4 Healthcare 6.62%
5 Technology 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$81K 0.01%
1,001
277
$81K 0.01%
3,910
278
$80K 0.01%
1,760
+60
279
$79K 0.01%
+347
280
$79K 0.01%
6,264
-22
281
$78K 0.01%
1,332
+4
282
$76K 0.01%
+3,900
283
$75K 0.01%
493
284
$74K 0.01%
569
+2
285
$74K 0.01%
+1,600
286
$71K 0.01%
2,420
+12
287
$69K 0.01%
4,321
+121
288
$69K 0.01%
1,005
+6
289
$68K 0.01%
1,150
+53
290
$68K 0.01%
1,320
+45
291
$68K 0.01%
4,000
292
$66K 0.01%
893
+86
293
$65K 0.01%
1,316
+1
294
$65K 0.01%
679
+1
295
$64K 0.01%
842
-699
296
$64K 0.01%
+3,050
297
$64K 0.01%
640
298
$64K 0.01%
1,583
-1,253
299
$63K 0.01%
1,420
+87
300
$63K 0.01%
1,000
10 11
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