MWP

MYCIO Wealth Partners Portfolio holdings

AUM $483M
1-Year Est. Return 15.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$488M
AUM Growth
-$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1 +$4.14M
2 +$2.26M
3 +$1.14M
4
APD icon
Air Products & Chemicals
APD
+$1.09M
5
META icon
Meta Platforms (Facebook)
META
+$1.01M

Top Sells

1 +$5.28M
2 +$2.38M
3 +$1.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$659K
5
RCPT
RECEPTOS INC COM STK (DE)
RCPT
+$437K

Sector Composition

1 Financials 17.93%
2 Industrials 15.6%
3 Materials 9.41%
4 Healthcare 5.83%
5 Technology 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$24K ﹤0.01%
1,007
402
$24K ﹤0.01%
1,500
403
$24K ﹤0.01%
+956
404
$23K ﹤0.01%
+884
405
$23K ﹤0.01%
500
406
$23K ﹤0.01%
1,160
407
$23K ﹤0.01%
295
408
$23K ﹤0.01%
460
+3
409
$23K ﹤0.01%
477
+179
410
$23K ﹤0.01%
421
+16
411
$23K ﹤0.01%
150
412
$23K ﹤0.01%
5,434
413
$22K ﹤0.01%
+961
414
$22K ﹤0.01%
306
+6
415
$22K ﹤0.01%
125
416
$22K ﹤0.01%
2,500
417
$22K ﹤0.01%
462
418
$22K ﹤0.01%
372
419
$22K ﹤0.01%
12,000
420
$22K ﹤0.01%
300
421
$22K ﹤0.01%
+500
422
$21K ﹤0.01%
+360
423
$21K ﹤0.01%
206
+1
424
$21K ﹤0.01%
311
+1
425
$21K ﹤0.01%
1,546