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
476
$8K ﹤0.01%
359
477
$8K ﹤0.01%
200
478
$8K ﹤0.01%
306
479
$8K ﹤0.01%
108
480
$8K ﹤0.01%
+500
481
$7K ﹤0.01%
252
482
$7K ﹤0.01%
425
483
$7K ﹤0.01%
+233
484
$7K ﹤0.01%
500
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500
486
$7K ﹤0.01%
167
487
$7K ﹤0.01%
300
488
$7K ﹤0.01%
125
489
$6K ﹤0.01%
200
490
$6K ﹤0.01%
250
491
$6K ﹤0.01%
525
-2,110
492
$6K ﹤0.01%
133
493
$6K ﹤0.01%
177
+5
494
$6K ﹤0.01%
154
+3
495
$6K ﹤0.01%
156
+4
496
$6K ﹤0.01%
226
-73
497
$6K ﹤0.01%
289
498
$6K ﹤0.01%
+597
499
$6K ﹤0.01%
275
500
$6K ﹤0.01%
100
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