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
401
$29K 0.01%
1,000
402
$29K 0.01%
1,000
403
$29K 0.01%
382
+2
404
$29K 0.01%
797
405
$28K ﹤0.01%
493
+215
406
$28K ﹤0.01%
852
+12
407
$28K ﹤0.01%
300
408
$28K ﹤0.01%
1,427
+8
409
$28K ﹤0.01%
590
+102
410
$27K ﹤0.01%
3,300
411
$27K ﹤0.01%
230
+1
412
$27K ﹤0.01%
621
413
$26K ﹤0.01%
284
414
$26K ﹤0.01%
3,000
415
$26K ﹤0.01%
500
416
$26K ﹤0.01%
1,000
417
$25K ﹤0.01%
500
418
$25K ﹤0.01%
952
+26
419
$25K ﹤0.01%
2,000
420
$25K ﹤0.01%
280
+1
421
$24K ﹤0.01%
+209
422
$24K ﹤0.01%
+193
423
$24K ﹤0.01%
1,734
-5,991
424
$24K ﹤0.01%
+164
425
$24K ﹤0.01%
500
15 16
17
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