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
$606M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1 +$3.55M
2 +$1.73M
3 +$1.46M
4
JCI icon
Johnson Controls International
JCI
+$942K
5
PPL icon
PPL Corp
PPL
+$837K

Sector Composition

1 Financials 18.87%
2 Industrials 12.68%
3 Materials 8.07%
4 Healthcare 6.57%
5 Technology 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$26K ﹤0.01%
400
-111
427
$26K ﹤0.01%
264
+188
428
$26K ﹤0.01%
281
+1
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500
430
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1,000
431
$25K ﹤0.01%
1,737
+3
432
$25K ﹤0.01%
568
-53
433
$25K ﹤0.01%
1,090
434
$25K ﹤0.01%
303
+4
435
$25K ﹤0.01%
1,000
436
$24K ﹤0.01%
550
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$24K ﹤0.01%
577
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438
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477
-113
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$24K ﹤0.01%
300
440
$23K ﹤0.01%
1,000
441
$23K ﹤0.01%
1,081
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442
$23K ﹤0.01%
744
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443
$22K ﹤0.01%
+1,533
444
$22K ﹤0.01%
938
-599
445
$22K ﹤0.01%
+500
446
$22K ﹤0.01%
125
447
$22K ﹤0.01%
279
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448
$22K ﹤0.01%
727
+8
449
$22K ﹤0.01%
900
+400
450
$22K ﹤0.01%
294