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
$1.27B
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$8.49M
2
+$7.24M
3
+$6.61M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.06M
5
NBB icon
Nuveen Taxable Municipal Income Fund
NBB
+$2.18M

Top Sells

1
+$16.6M
2
+$3.19M
3
+$2.82M
4
AAPL icon
Apple
AAPL
+$2.58M
5
NAVG
Navigators Group Inc
NAVG
+$1.37M

Sector Composition

1 Financials 13.85%
2 Technology 6.04%
3 Industrials 5.88%
4 Materials 5.01%
5 Healthcare 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$38K ﹤0.01%
+1,480
352
$36K ﹤0.01%
+830
353
$36K ﹤0.01%
+305
354
$34K ﹤0.01%
1,672
+21
355
$33K ﹤0.01%
+700
356
$33K ﹤0.01%
+502
357
$32K ﹤0.01%
+250
358
$31K ﹤0.01%
+1,130
359
$30K ﹤0.01%
+1,000
360
$26K ﹤0.01%
+144
361
$25K ﹤0.01%
+926
362
$25K ﹤0.01%
+1,000
363
$25K ﹤0.01%
+1,000
364
$24K ﹤0.01%
+404
365
$24K ﹤0.01%
+563
366
$23K ﹤0.01%
+799
367
$23K ﹤0.01%
+748
368
$23K ﹤0.01%
+158
369
$22K ﹤0.01%
+145
370
$21K ﹤0.01%
+163
371
$20K ﹤0.01%
+798
372
$17K ﹤0.01%
+645
373
$16K ﹤0.01%
+500
374
$16K ﹤0.01%
+150
375
$15K ﹤0.01%
+500
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