MWP

MYCIO Wealth Partners Portfolio holdings

AUM $432M
1-Year Est. Return 3.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
-$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1 +$3.6M

Top Sells

1 +$104M
2 +$87.4M
3 +$62M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$61.5M
5
APD icon
Air Products & Chemicals
APD
+$57M

Sector Composition

1 Financials 83.99%
2 Industrials 1.22%
3 Technology 0.28%
4 Utilities 0.21%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-5,990
327
-926
328
-14,804
329
-2,707
330
-11,500
331
-3,621
332
-7,688
333
-11,703
334
-1,609
335
-26,714
336
-5,000
337
-1,055
338
-6,667
339
-3,241
340
-6,948
341
-500
342
-13,321
343
-414
344
-8,382
345
-3,087
346
-10,000
347
-4
348
-3,403
349
-16,965
350
-5,915