MWP

MYCIO Wealth Partners Portfolio holdings

AUM $433M
1-Year Est. Return 13.63%
This Quarter Est. Return
1 Year Est. Return
+13.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$584M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.34M
3
+$2.64M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$2.21M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$912K

Top Sells

1
+$1.68M
2
+$784K
3
+$755K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$677K
5
BPL
Buckeye Partners, L.P.
BPL
+$630K

Sector Composition

1 Financials 20.02%
2 Industrials 11.3%
3 Materials 8.26%
4 Healthcare 6.62%
5 Technology 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$35K 0.01%
800
377
$35K 0.01%
500
-9,000
378
$35K 0.01%
1,322
379
$34K 0.01%
300
380
$34K 0.01%
400
381
$34K 0.01%
500
382
$33K 0.01%
714
383
$33K 0.01%
611
384
$32K 0.01%
463
385
$32K 0.01%
511
+61
386
$32K 0.01%
+1,500
387
$32K 0.01%
722
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388
$32K 0.01%
507
+53
389
$31K 0.01%
1,537
+602
390
$31K 0.01%
490
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391
$31K 0.01%
300
392
$30K 0.01%
1,060
+1,000
393
$30K 0.01%
+1,635
394
$30K 0.01%
522
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395
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500
396
$30K 0.01%
279
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397
$30K 0.01%
600
398
$30K 0.01%
300
399
$29K 0.01%
953
+153
400
$29K 0.01%
+650
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