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
301
$36K 0.01%
500
302
$36K 0.01%
639
+6
303
$35K 0.01%
+410
304
$35K 0.01%
1,500
305
$35K 0.01%
1,000
306
$35K 0.01%
500
307
$35K 0.01%
+500
308
$35K 0.01%
778
309
$34K 0.01%
279
310
$33K 0.01%
463
-92
311
$33K 0.01%
2,800
+4
312
$33K 0.01%
803
313
$33K 0.01%
317
314
$33K 0.01%
800
315
$33K 0.01%
400
-200
316
$33K 0.01%
400
317
$33K 0.01%
912
318
$32K 0.01%
244
319
$32K 0.01%
750
+500
320
$32K 0.01%
500
321
$32K 0.01%
3,900
+1,806
322
$32K 0.01%
661
323
$32K 0.01%
700
-500
324
$31K 0.01%
+500
325
$31K 0.01%
+700
11 12
13
14 15