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
$606M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1 +$3.55M
2 +$1.73M
3 +$1.46M
4
JCI icon
Johnson Controls International
JCI
+$942K
5
PPL icon
PPL Corp
PPL
+$837K

Sector Composition

1 Financials 18.87%
2 Industrials 12.68%
3 Materials 8.07%
4 Healthcare 6.57%
5 Technology 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$79K 0.01%
1,000
277
$79K 0.01%
1,500
-900
278
$78K 0.01%
13,715
279
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+1,200
280
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281
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282
$76K 0.01%
328
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283
$74K 0.01%
2,420
284
$74K 0.01%
640
285
$73K 0.01%
4,444
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286
$73K 0.01%
2,000
287
$73K 0.01%
551
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288
$73K 0.01%
1,190
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289
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1,275
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290
$69K 0.01%
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291
$68K 0.01%
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292
$68K 0.01%
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293
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294
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295
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296
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297
$65K 0.01%
1,316
298
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1,000
299
$65K 0.01%
1,128
+122
300
$64K 0.01%
510
+200