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
$441M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$4.87M
3
+$4.77M
4
APD icon
Air Products & Chemicals
APD
+$1.97M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.18M

Top Sells

1
+$3.28M
2
+$1.81M
3
+$664K
4
GSK icon
GSK
GSK
+$328K
5
LMT icon
Lockheed Martin
LMT
+$305K

Sector Composition

1 Financials 19.99%
2 Industrials 16.95%
3 Materials 13.36%
4 Healthcare 4.92%
5 Technology 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5K ﹤0.01%
47
+1
527
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214
528
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+175
529
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+210
530
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+21
531
$5K ﹤0.01%
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532
$4K ﹤0.01%
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533
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536
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540
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70
541
$4K ﹤0.01%
112
542
$4K ﹤0.01%
500
-435
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$4K ﹤0.01%
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544
$4K ﹤0.01%
2,481
545
$4K ﹤0.01%
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546
$4K ﹤0.01%
72
547
$4K ﹤0.01%
41
548
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+1
549
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100
550
$4K ﹤0.01%
+108
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