We are live on ! Find out more
MWP

MYCIO Wealth Partners Portfolio holdings

AUM $502M
1-Year Est. Return 11.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$746M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$16.9M
3
+$15.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$14.8M
5
CB icon
Chubb
CB
+$14.6M

Top Sells

1
+$8.1M
2
+$2.79M
3
+$1M
4
CPB icon
Campbell Soup
CPB
+$566K
5
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$318K

Sector Composition

1 Financials 18.51%
2 Industrials 10.41%
3 Materials 6.55%
4 Healthcare 5.16%
5 Technology 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-100
352
– –
-35
353
– –
-75
354
– –
-637
355
– –
-1,200
356
– –
-500
357
– –
-730
358
– –
-281
359
– –
-1,532
360
– –
-11
361
– –
-1,557
362
– –
-1,414
363
– –
-827
364
– –
-978
365
– –
-175
366
– –
-477
367
– –
-100
368
– –
-136
369
– –
-100
370
– –
-2,047
371
– –
-161
372
– –
-500
373
– –
-72
374
– –
-5,557
375
– –
-744
13 14
15
16 17