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MWP

MYCIO Wealth Partners Portfolio holdings

AUM $502M
1-Year Est. Return 11.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
-$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M

Top Sells

1
+$123M
2
+$104M
3
+$74M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$73.6M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$60.6M

Sector Composition

1 Financials 83.99%
2 Industrials 1.22%
3 Technology 0.28%
4 Utilities 0.21%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$116K 0.08%
2,000
-22,220
27
$116K 0.08%
2,000
-35,680
28
$18K 0.01%
258
-1,045
29
$11K 0.01%
160
-406
30
$5K ﹤0.01%
280
-168
31
– –
-3,620
32
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0
33
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-26,817
34
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0
35
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-984
36
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-4,270
37
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-3,020
38
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-3,403
39
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-16,965
40
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-8,967
41
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42
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-542
43
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44
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45
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-400
46
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47
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48
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49
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-8,831
50
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