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
326
$30K 0.01%
+2,000
327
$30K 0.01%
1,000
328
$30K 0.01%
369
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329
$30K 0.01%
60,000
330
$30K 0.01%
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331
$30K 0.01%
281
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$29K 0.01%
500
333
$29K 0.01%
200
334
$29K 0.01%
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335
$29K 0.01%
300
336
$29K 0.01%
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337
$29K 0.01%
+382
338
$29K 0.01%
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339
$29K 0.01%
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$28K 0.01%
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341
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342
$28K 0.01%
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343
$28K 0.01%
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344
$27K 0.01%
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345
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346
$27K 0.01%
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348
$26K 0.01%
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349
$26K 0.01%
1,426
+13
350
$26K 0.01%
508