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
$441M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$4.87M
3
+$4.77M
4
APD icon
Air Products & Chemicals
APD
+$1.97M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.18M

Top Sells

1
+$3.28M
2
+$1.81M
3
+$664K
4
GSK icon
GSK
GSK
+$328K
5
LMT icon
Lockheed Martin
LMT
+$305K

Sector Composition

1 Financials 19.99%
2 Industrials 16.95%
3 Materials 13.36%
4 Healthcare 4.92%
5 Technology 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$11K ﹤0.01%
223
+1
452
$11K ﹤0.01%
147
+1
453
$11K ﹤0.01%
725
454
$11K ﹤0.01%
250
455
$11K ﹤0.01%
+1,333
456
$11K ﹤0.01%
1,500
457
$11K ﹤0.01%
117
458
$10K ﹤0.01%
84
459
$10K ﹤0.01%
359
460
$10K ﹤0.01%
110
461
$10K ﹤0.01%
123
462
$10K ﹤0.01%
100
463
$10K ﹤0.01%
812
+8
464
$10K ﹤0.01%
258
465
$10K ﹤0.01%
341,345
466
$9K ﹤0.01%
253
+1
467
$9K ﹤0.01%
85
468
$9K ﹤0.01%
344
+1
469
$9K ﹤0.01%
205
470
$9K ﹤0.01%
278
471
$9K ﹤0.01%
107
472
$9K ﹤0.01%
+356
473
$8K ﹤0.01%
76
474
$8K ﹤0.01%
125
475
$8K ﹤0.01%
88
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