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
401
$16K ﹤0.01%
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402
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403
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404
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100
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406
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148
407
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270
+1
408
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+500
409
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410
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418
+1
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413
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414
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589
415
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468
+1
416
$15K ﹤0.01%
1,549
417
$15K ﹤0.01%
305
+1
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930
419
$14K ﹤0.01%
618
+3
420
$14K ﹤0.01%
429
421
$14K ﹤0.01%
1,000
422
$14K ﹤0.01%
375
423
$13K ﹤0.01%
240
424
$13K ﹤0.01%
615
+2
425
$13K ﹤0.01%
536
15 16
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