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
426
$14K ﹤0.01%
193
+80
427
$13K ﹤0.01%
100
428
$13K ﹤0.01%
102
429
$13K ﹤0.01%
240
430
$13K ﹤0.01%
236
+7
431
$13K ﹤0.01%
220
432
$13K ﹤0.01%
350
433
$13K ﹤0.01%
314
+144
434
$13K ﹤0.01%
100
435
$13K ﹤0.01%
100
436
$13K ﹤0.01%
+100
437
$12K ﹤0.01%
152
+4
438
$12K ﹤0.01%
357
439
$12K ﹤0.01%
1,500
440
$12K ﹤0.01%
250
441
$12K ﹤0.01%
258
442
$12K ﹤0.01%
154
443
$12K ﹤0.01%
1,200
+600
444
$12K ﹤0.01%
392
445
$12K ﹤0.01%
429
446
$11K ﹤0.01%
440
+1
447
$11K ﹤0.01%
620
+3
448
$11K ﹤0.01%
234
449
$11K ﹤0.01%
150
450
$11K ﹤0.01%
296