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
$515M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1 +$8.04M
2 +$6.32M
3 +$6.16M
4
CB icon
Chubb
CB
+$4.59M
5
AAPL icon
Apple
AAPL
+$4.33M

Top Sells

1 +$1.11M
2 +$943K
3 +$416K
4
PPL icon
PPL Corp
PPL
+$290K
5
YHOO
Yahoo Inc
YHOO
+$273K

Sector Composition

1 Financials 17.99%
2 Industrials 16.44%
3 Materials 9.76%
4 Technology 6.2%
5 Healthcare 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$45K 0.01%
730
302
$45K 0.01%
6,300
303
$44K 0.01%
206
304
$44K 0.01%
382
305
$43K 0.01%
645
306
$43K 0.01%
496
+66
307
$42K 0.01%
3,000
308
$42K 0.01%
465
309
$42K 0.01%
229
310
$42K 0.01%
+1,000
311
$42K 0.01%
+300
312
$41K 0.01%
2,003
+1,901
313
$41K 0.01%
500
314
$40K 0.01%
621
315
$40K 0.01%
374
316
$39K 0.01%
776
+375
317
$39K 0.01%
+2,000
318
$39K 0.01%
500
319
$39K 0.01%
1,031
320
$39K 0.01%
1,260
321
$39K 0.01%
1,000
-7,000
322
$38K 0.01%
850
323
$38K 0.01%
1,085
-929
324
$38K 0.01%
+5,434
325
$37K 0.01%
1,355