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
$149M
AUM Growth
-$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1 +$3.6M

Top Sells

1 +$104M
2 +$87.4M
3 +$62M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$61.5M
5
APD icon
Air Products & Chemicals
APD
+$57M

Sector Composition

1 Financials 83.99%
2 Industrials 1.22%
3 Technology 0.28%
4 Utilities 0.21%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-16,965
427
-8,967
428
-5,915
429
-542
430
-19,473
431
-5,279
432
-2,005
433
-14,100
434
-21,337
435
-13,080
436
-6,600
437
-7,537
438
-6,840
439
-40
440
-6,140
441
-10,940
442
-3,620
443
0
444
-42,157
445
-12,714
446
-260
447
-2,840
448
-10,000
449
-2,600
450
-372