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
376
$20K ﹤0.01%
280
377
$20K ﹤0.01%
838
-1,117
378
$20K ﹤0.01%
365
379
$20K ﹤0.01%
2,691
380
$20K ﹤0.01%
200
381
$20K ﹤0.01%
+500
382
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600
383
$20K ﹤0.01%
508
384
$20K ﹤0.01%
244
385
$19K ﹤0.01%
289
386
$19K ﹤0.01%
500
387
$18K ﹤0.01%
600
388
$18K ﹤0.01%
500
389
$18K ﹤0.01%
1,109
390
$18K ﹤0.01%
248
+1
391
$18K ﹤0.01%
200
392
$17K ﹤0.01%
401
393
$17K ﹤0.01%
156
394
$17K ﹤0.01%
235
-50
395
$17K ﹤0.01%
925
-275
396
$17K ﹤0.01%
500
397
$17K ﹤0.01%
151
398
$17K ﹤0.01%
300
399
$17K ﹤0.01%
324
400
$16K ﹤0.01%
508
14 15
16
17 18