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
351
$25K 0.01%
1,000
352
$25K 0.01%
750
353
$25K 0.01%
+500
354
$24K 0.01%
299
355
$24K 0.01%
1,148
+435
356
$24K 0.01%
400
-100
357
$24K 0.01%
610
358
$24K 0.01%
200
359
$24K 0.01%
565
360
$24K 0.01%
1,134
361
$23K 0.01%
287
+1
362
$23K 0.01%
251
-101
363
$23K 0.01%
250
364
$22K 0.01%
362
-18
365
$22K 0.01%
440
+200
366
$22K 0.01%
4,278
367
$22K 0.01%
500
368
$22K 0.01%
784
369
$21K ﹤0.01%
186
370
$21K ﹤0.01%
202
+1
371
$21K ﹤0.01%
800
372
$21K ﹤0.01%
556
+1
373
$21K ﹤0.01%
750
374
$21K ﹤0.01%
385
+185
375
$20K ﹤0.01%
226
+1
13 14
15
16 17