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
$606M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$1.73M
3
+$1.46M
4
JCI icon
Johnson Controls International
JCI
+$942K
5
PPL icon
PPL Corp
PPL
+$837K

Top Sells

1
+$3.86M
2
+$2.14M
3
+$1.01M
4
ENH
Endurance Specialty Holdings Ltd
ENH
+$845K
5
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
+$843K

Sector Composition

1 Financials 18.87%
2 Industrials 12.68%
3 Materials 8.07%
4 Healthcare 6.57%
5 Technology 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 0.39%
16,862
+3,197
27
$2.31M 0.38%
1,000
28
$2.16M 0.36%
40,917
29
$2.09M 0.34%
30,502
+716
30
$2.04M 0.34%
54,544
+283
31
$2.03M 0.33%
35,238
+2,030
32
$1.91M 0.31%
47,380
-840
33
$1.68M 0.28%
7,024
34
$1.59M 0.26%
41,040
+320
35
$1.59M 0.26%
24,097
+307
36
$1.57M 0.26%
16,954
+4,891
37
$1.54M 0.25%
24,600
38
$1.45M 0.24%
45,043
+2,396
39
$1.44M 0.24%
10,287
-259
40
$1.36M 0.22%
45,722
+435
41
$1.33M 0.22%
6,707
-300
42
$1.31M 0.22%
33,440
43
$1.3M 0.21%
19,507
44
$1.28M 0.21%
19,267
-953
45
$1.28M 0.21%
8,835
+950
46
$1.19M 0.2%
7,864
47
$1.19M 0.2%
16,878
-106
48
$1.16M 0.19%
22,308
+1,961
49
$1.11M 0.18%
26,420
-620
50
$1.09M 0.18%
13,509
+531
1
2
3 4 5