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
501
$6K ﹤0.01%
74
502
$6K ﹤0.01%
152
+44
503
$6K ﹤0.01%
1,333
504
$6K ﹤0.01%
60
505
$5K ﹤0.01%
100
506
$5K ﹤0.01%
+115
507
$5K ﹤0.01%
186
508
$5K ﹤0.01%
82
509
$5K ﹤0.01%
90
+1
510
$5K ﹤0.01%
+84
511
$5K ﹤0.01%
41
512
$5K ﹤0.01%
1,500
513
$5K ﹤0.01%
+340
514
$4K ﹤0.01%
185
515
$4K ﹤0.01%
80
516
$4K ﹤0.01%
+150
517
$4K ﹤0.01%
111
+9
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$4K ﹤0.01%
+75
519
$4K ﹤0.01%
200
520
$4K ﹤0.01%
381
521
$4K ﹤0.01%
74
522
$4K ﹤0.01%
100
523
$4K ﹤0.01%
90
524
$4K ﹤0.01%
47
+25
525
$4K ﹤0.01%
71
+1
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