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
$474M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
743
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$5.84M
3
+$2.58M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.57M
5
AAPL icon
Apple
AAPL
+$1.95M

Top Sells

1
+$4.61M
2
+$2.48M
3
+$1.89M
4
CB icon
Chubb
CB
+$1.55M
5
SEE icon
Sealed Air
SEE
+$1.33M

Sector Composition

1 Financials 19.91%
2 Industrials 16.56%
3 Materials 11.94%
4 Technology 5.05%
5 Healthcare 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$11K ﹤0.01%
489
452
$10K ﹤0.01%
+135
453
$10K ﹤0.01%
168
+2
454
$10K ﹤0.01%
182
455
$10K ﹤0.01%
345
456
$10K ﹤0.01%
200
457
$10K ﹤0.01%
123
458
$10K ﹤0.01%
100
459
$10K ﹤0.01%
277
460
$10K ﹤0.01%
827
+8
461
$10K ﹤0.01%
101
462
$10K ﹤0.01%
198
463
$9K ﹤0.01%
216
464
$9K ﹤0.01%
248
465
$9K ﹤0.01%
125
-125
466
$9K ﹤0.01%
3
467
$9K ﹤0.01%
75
468
$9K ﹤0.01%
356
469
$8K ﹤0.01%
76
470
$8K ﹤0.01%
125
471
$8K ﹤0.01%
88
472
$8K ﹤0.01%
95
473
$8K ﹤0.01%
+75
474
$8K ﹤0.01%
186
475
$8K ﹤0.01%
24
17 18
19
20 21