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
401
$18K ﹤0.01%
1,000
402
$17K ﹤0.01%
400
403
$17K ﹤0.01%
500
404
$17K ﹤0.01%
160
405
$17K ﹤0.01%
838
406
$17K ﹤0.01%
490
-3,000
407
$17K ﹤0.01%
300
408
$17K ﹤0.01%
735
409
$16K ﹤0.01%
419
410
$16K ﹤0.01%
508
411
$16K ﹤0.01%
250
412
$16K ﹤0.01%
149
413
$16K ﹤0.01%
500
414
$16K ﹤0.01%
4,278
415
$15K ﹤0.01%
+300
416
$15K ﹤0.01%
636
+6
417
$15K ﹤0.01%
148
418
$14K ﹤0.01%
22
419
$14K ﹤0.01%
500
420
$14K ﹤0.01%
540
+4
421
$14K ﹤0.01%
282
+57
422
$14K ﹤0.01%
215
423
$14K ﹤0.01%
402
-66
424
$14K ﹤0.01%
470
+2
425
$14K ﹤0.01%
295
+3
15 16
17
18 19