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
426
$13K ﹤0.01%
164
427
$13K ﹤0.01%
289
+2
428
$13K ﹤0.01%
100
429
$13K ﹤0.01%
202
+96
430
$12K ﹤0.01%
22
431
$12K ﹤0.01%
100
432
$12K ﹤0.01%
+250
433
$12K ﹤0.01%
225
434
$12K ﹤0.01%
24
435
$12K ﹤0.01%
912
-1,494
436
$12K ﹤0.01%
147
437
$12K ﹤0.01%
+200
438
$12K ﹤0.01%
357
439
$12K ﹤0.01%
+277
440
$12K ﹤0.01%
773
441
$12K ﹤0.01%
489
442
$12K ﹤0.01%
+198
443
$12K ﹤0.01%
154
444
$11K ﹤0.01%
438
+1
445
$11K ﹤0.01%
500
446
$11K ﹤0.01%
102
+1
447
$11K ﹤0.01%
121
448
$11K ﹤0.01%
450
449
$11K ﹤0.01%
220
450
$11K ﹤0.01%
259
+5
16 17
18
19 20