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
$474M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
743
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$5.84M
3
+$2.58M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.57M
5
AAPL icon
Apple
AAPL
+$1.95M

Top Sells

1
+$4.61M
2
+$2.48M
3
+$1.89M
4
CB icon
Chubb
CB
+$1.55M
5
SEE icon
Sealed Air
SEE
+$1.33M

Sector Composition

1 Financials 19.91%
2 Industrials 16.56%
3 Materials 11.94%
4 Technology 5.05%
5 Healthcare 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$21K ﹤0.01%
308
+1
377
$21K ﹤0.01%
291
+2
378
$21K ﹤0.01%
1,500
-3,500
379
$21K ﹤0.01%
324
380
$21K ﹤0.01%
784
381
$21K ﹤0.01%
280
382
$20K ﹤0.01%
229
+2
383
$20K ﹤0.01%
187
384
$20K ﹤0.01%
377
+12
385
$20K ﹤0.01%
500
386
$20K ﹤0.01%
300
387
$20K ﹤0.01%
1,000
388
$20K ﹤0.01%
+125
389
$20K ﹤0.01%
200
-1
390
$19K ﹤0.01%
401
391
$19K ﹤0.01%
290
392
$19K ﹤0.01%
1,109
393
$19K ﹤0.01%
273
+1
394
$19K ﹤0.01%
273
+4
395
$19K ﹤0.01%
+462
396
$18K ﹤0.01%
125
397
$18K ﹤0.01%
70
398
$18K ﹤0.01%
+179
399
$18K ﹤0.01%
1,019
400
$18K ﹤0.01%
+386
14 15
16
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