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
$746M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$17.3M
3
+$15.4M
4
CB icon
Chubb
CB
+$15.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$14.8M

Top Sells

1
+$8.26M
2
+$2.87M
3
+$975K
4
CPB icon
Campbell Soup
CPB
+$566K
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$318K

Sector Composition

1 Financials 18.51%
2 Industrials 10.41%
3 Materials 6.55%
4 Healthcare 5.16%
5 Technology 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.89M 0.52%
33,727
+4,526
27
$3.77M 0.5%
+424,098
28
$3.33M 0.45%
69,094
+1,627
29
$3.08M 0.41%
348,228
-20,342
30
$2.74M 0.37%
69,100
+21,720
31
$2.74M 0.37%
18,070
+1,208
32
$2.62M 0.35%
67,980
+26,940
33
$2.54M 0.34%
+25,095
34
$2.48M 0.33%
39,994
+4,756
35
$2.1M 0.28%
24,376
+5,109
36
$2.1M 0.28%
20,131
+3,177
37
$2.06M 0.28%
31,576
+1,074
38
$2.04M 0.27%
250
39
$2.03M 0.27%
12,453
+3,618
40
$1.99M 0.27%
9,682
+2,975
41
$1.96M 0.26%
+69,753
42
$1.89M 0.25%
7,555
+531
43
$1.88M 0.25%
16,738
+13,472
44
$1.87M 0.25%
37,136
-3,781
45
$1.84M 0.25%
23,969
+23,196
46
$1.8M 0.24%
11,270
+983
47
$1.7M 0.23%
24,600
48
$1.57M 0.21%
24,456
+359
49
$1.54M 0.21%
19,507
50
$1.52M 0.2%
19,204
+18,519
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