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
$1.53B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$15.1M
3
+$13.9M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.61M
5
LMT icon
Lockheed Martin
LMT
+$9.47M

Top Sells

1
+$9.75M
2
+$8.95M
3
+$3.21M
4
VSM
Versum Materials, Inc.
VSM
+$2.69M
5
ECC
Eagle Point Credit Co
ECC
+$2.32M

Sector Composition

1 Financials 14.97%
2 Industrials 5.37%
3 Technology 5.35%
4 Materials 3.97%
5 Healthcare 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$22K ﹤0.01%
175
427
$22K ﹤0.01%
163
428
$21K ﹤0.01%
798
429
$21K ﹤0.01%
+372
430
$21K ﹤0.01%
926
431
$20K ﹤0.01%
176
-649
432
$19K ﹤0.01%
+1,326
433
$18K ﹤0.01%
645
434
$18K ﹤0.01%
360
+84
435
$16K ﹤0.01%
+1,000
436
$16K ﹤0.01%
82
+15
437
$16K ﹤0.01%
357
438
$15K ﹤0.01%
200
439
$15K ﹤0.01%
500
440
$14K ﹤0.01%
10
441
$14K ﹤0.01%
150
442
$14K ﹤0.01%
230
+30
443
$14K ﹤0.01%
13,000
444
$13K ﹤0.01%
200
-476
445
$13K ﹤0.01%
542
446
$13K ﹤0.01%
+400
447
$13K ﹤0.01%
200
448
$13K ﹤0.01%
448
-300
449
$12K ﹤0.01%
47
450
$11K ﹤0.01%
136
16 17
18
19 20