MWP

MYCIO Wealth Partners Portfolio holdings

AUM $433M
1-Year Est. Return 13.63%
This Quarter Est. Return
1 Year Est. Return
+13.63%
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
26
$1.51M 0.34%
9,402
-1,898
27
$1.5M 0.34%
25,718
28
$1.49M 0.34%
25,801
-1,125
29
$1.44M 0.33%
28,600
30
$1.4M 0.32%
42,798
-1,019
31
$1.38M 0.31%
32,840
32
$1.33M 0.3%
19,479
+1,796
33
$1.3M 0.3%
38,150
34
$1.25M 0.28%
19,507
35
$1.2M 0.27%
28,804
+374
36
$1.18M 0.27%
6,552
37
$1.16M 0.26%
9,177
+5
38
$1.15M 0.26%
58,528
+6,000
39
$1.13M 0.26%
56,400
40
$1.13M 0.26%
21,455
41
$1.08M 0.25%
16,073
+3,389
42
$1.01M 0.23%
38,685
+340
43
$971K 0.22%
22,511
44
$971K 0.22%
36,356
+19,022
45
$841K 0.19%
18,369
+3,171
46
$841K 0.19%
10,287
47
$841K 0.19%
17,197
+519
48
$827K 0.19%
12,464
+80
49
$802K 0.18%
23,150
50
$798K 0.18%
9,305
+729
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2
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