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
$427M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1 +$3.25M
2 +$1.7M
3 +$875K
4
SSNI
Silver Spring Networks, Inc.
SSNI
+$607K
5
TK icon
Teekay
TK
+$553K

Top Sells

1 +$4.67M
2 +$809K
3 +$772K
4
CB icon
Chubb
CB
+$638K
5
DDD icon
3D Systems Corp
DDD
+$611K

Sector Composition

1 Financials 20.49%
2 Industrials 17.06%
3 Materials 12.45%
4 Healthcare 5.03%
5 Technology 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.57M 0.37%
21,423
+444
27
$1.52M 0.36%
25,301
-500
28
$1.46M 0.34%
27,008
-14,976
29
$1.42M 0.33%
18,990
-798
30
$1.33M 0.31%
38,150
31
$1.32M 0.31%
42,798
32
$1.28M 0.3%
25,718
33
$1.27M 0.3%
16,127
+54
34
$1.25M 0.29%
32,840
35
$1.21M 0.28%
26,179
-2,625
36
$1.19M 0.28%
6,598
+46
37
$1.17M 0.27%
24,600
-4,000
38
$1.14M 0.27%
19,507
39
$1.11M 0.26%
21,455
40
$1.01M 0.24%
8,201
-976
41
$1M 0.24%
59,528
+1,000
42
$988K 0.23%
37,118
+762
43
$941K 0.22%
38,685
44
$904K 0.21%
18,077
+880
45
$887K 0.21%
10,287
46
$866K 0.2%
6,270
+1,010
47
$828K 0.19%
9,305
48
$819K 0.19%
22,782
+271
49
$796K 0.19%
34,662
+159
50
$785K 0.18%
18,369