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
26
$1.91M 0.4%
+44,300
27
$1.86M 0.39%
9,683
+23
28
$1.8M 0.38%
23,096
+6,969
29
$1.65M 0.35%
21,801
+378
30
$1.59M 0.34%
25,431
+130
31
$1.5M 0.32%
45,346
+2,548
32
$1.49M 0.31%
32,840
33
$1.41M 0.3%
18,992
+2
34
$1.4M 0.29%
27,413
+19,073
35
$1.35M 0.28%
24,597
+3,142
36
$1.3M 0.28%
28,100
+1,921
37
$1.28M 0.27%
15,713
+2,399
38
$1.25M 0.26%
6,646
+48
39
$1.21M 0.26%
24,600
40
$1.17M 0.25%
19,507
41
$1.12M 0.24%
24,396
+22,848
42
$1.06M 0.22%
25,718
43
$1.05M 0.22%
7,015
+745
44
$1.04M 0.22%
10,287
45
$1.03M 0.22%
38,872
+187
46
$983K 0.21%
8,115
-86
47
$957K 0.2%
37,704
+586
48
$951K 0.2%
57,528
-2,000
49
$933K 0.2%
9,905
+600
50
$889K 0.19%
19,010
+933