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
376
$15K ﹤0.01%
+357
377
$14K ﹤0.01%
+200
378
$14K ﹤0.01%
+542
379
– –
0
380
$13K ﹤0.01%
+200
381
$12K ﹤0.01%
+200
382
$12K ﹤0.01%
+200
383
$10K ﹤0.01%
+136
384
$9K ﹤0.01%
+193
385
$8K ﹤0.01%
+76
386
$8K ﹤0.01%
+130
387
$7K ﹤0.01%
+172
388
$7K ﹤0.01%
+216
389
$6K ﹤0.01%
+100
390
$5K ﹤0.01%
+99
391
$4K ﹤0.01%
+90
392
$4K ﹤0.01%
+40
393
$4K ﹤0.01%
+6
394
$4K ﹤0.01%
+100
395
$4K ﹤0.01%
+72
396
$4K ﹤0.01%
+38
397
$2K ﹤0.01%
+60
398
$2K ﹤0.01%
+100
399
$2K ﹤0.01%
+43
400
$2K ﹤0.01%
+32
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