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
426
$23K ﹤0.01%
1,000
427
$23K ﹤0.01%
700
428
$23K ﹤0.01%
+197
429
$23K ﹤0.01%
+412
430
$23K ﹤0.01%
719
+7
431
$23K ﹤0.01%
295
432
$23K ﹤0.01%
1,007
433
$22K ﹤0.01%
125
434
$22K ﹤0.01%
200
435
$22K ﹤0.01%
611
+2
436
$22K ﹤0.01%
1,020
437
$22K ﹤0.01%
1,090
+90
438
$22K ﹤0.01%
299
+5
439
$21K ﹤0.01%
1,072
+10
440
$21K ﹤0.01%
1,427
441
$21K ﹤0.01%
4,000
+2,500
442
$21K ﹤0.01%
400
443
$20K ﹤0.01%
+1,000
444
$20K ﹤0.01%
397
+1
445
$20K ﹤0.01%
772
446
$20K ﹤0.01%
300
447
$20K ﹤0.01%
800
448
$20K ﹤0.01%
558
449
$20K ﹤0.01%
279
+1
450
$20K ﹤0.01%
500
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