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
526
$4K ﹤0.01%
112
527
$4K ﹤0.01%
500
-400
528
$4K ﹤0.01%
111
529
$4K ﹤0.01%
240
530
$4K ﹤0.01%
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531
$4K ﹤0.01%
+100
532
$4K ﹤0.01%
72
533
$4K ﹤0.01%
+176
534
$4K ﹤0.01%
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535
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536
$4K ﹤0.01%
475
537
$3K ﹤0.01%
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538
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+30
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$3K ﹤0.01%
60
+10
540
$3K ﹤0.01%
400
541
$3K ﹤0.01%
30
542
$3K ﹤0.01%
84
-100
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$3K ﹤0.01%
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544
$3K ﹤0.01%
119
-38
545
$3K ﹤0.01%
84
546
$3K ﹤0.01%
50
547
$3K ﹤0.01%
+140
548
$3K ﹤0.01%
70
549
$3K ﹤0.01%
286
550
$3K ﹤0.01%
200
+100
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