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
301
$34K 0.01%
+382
302
$34K 0.01%
330
+3
303
$34K 0.01%
31,908
304
$34K 0.01%
1,500
305
$34K 0.01%
199
306
$33K 0.01%
555
307
$33K 0.01%
500
308
$33K 0.01%
1,926
+17
309
$33K 0.01%
229
310
$33K 0.01%
562
+102
311
$32K 0.01%
500
312
$32K 0.01%
850
313
$32K 0.01%
1,000
314
$32K 0.01%
366
+1
315
$32K 0.01%
500
316
$32K 0.01%
1,000
317
$31K 0.01%
700
318
$31K 0.01%
317
-500
319
$31K 0.01%
600
320
$31K 0.01%
800
321
$31K 0.01%
250
322
$30K 0.01%
726
323
$30K 0.01%
765
324
$30K 0.01%
661
325
$30K 0.01%
800
11 12
13
14 15