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
$515M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1 +$8.04M
2 +$6.32M
3 +$6.16M
4
CB icon
Chubb
CB
+$4.59M
5
AAPL icon
Apple
AAPL
+$4.33M

Top Sells

1 +$1.11M
2 +$943K
3 +$416K
4
PPL icon
PPL Corp
PPL
+$290K
5
YHOO
Yahoo Inc
YHOO
+$273K

Sector Composition

1 Financials 17.99%
2 Industrials 16.44%
3 Materials 9.76%
4 Technology 6.2%
5 Healthcare 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.97M 0.38%
197
+25
27
$1.91M 0.37%
28,805
+2,600
28
$1.9M 0.37%
47,384
29
$1.79M 0.35%
22,498
+336
30
$1.73M 0.34%
27,559
+65
31
$1.46M 0.28%
26,024
+900
32
$1.42M 0.28%
33,440
+600
33
$1.4M 0.27%
19,507
34
$1.36M 0.27%
30,924
+1,270
35
$1.35M 0.26%
24,600
36
$1.3M 0.25%
7,017
+405
37
$1.28M 0.25%
6,781
+135
38
$1.27M 0.25%
11,110
+650
39
$1.25M 0.24%
10,287
40
$1.23M 0.24%
57,528
41
$1.19M 0.23%
27,793
+176
42
$1.14M 0.22%
25,718
43
$1.13M 0.22%
8,857
+27
44
$1.11M 0.22%
45,000
45
$1.06M 0.21%
15,622
-39
46
$1.05M 0.21%
22,135
+3,766
47
$1.02M 0.2%
8,271
48
$1.01M 0.2%
7,425
+1,194
49
$993K 0.19%
21,312
+1,528
50
$983K 0.19%
30,899
+74