MWP

MYCIO Wealth Partners Portfolio holdings

AUM $483M
1-Year Est. Return 15.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$488M
AUM Growth
-$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1 +$4.14M
2 +$2.26M
3 +$1.14M
4
APD icon
Air Products & Chemicals
APD
+$1.09M
5
META icon
Meta Platforms (Facebook)
META
+$1.01M

Top Sells

1 +$5.28M
2 +$2.38M
3 +$1.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$659K
5
RCPT
RECEPTOS INC COM STK (DE)
RCPT
+$437K

Sector Composition

1 Financials 17.93%
2 Industrials 15.6%
3 Materials 9.41%
4 Healthcare 5.83%
5 Technology 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$12K ﹤0.01%
400
527
$12K ﹤0.01%
275
528
$11K ﹤0.01%
200
529
$11K ﹤0.01%
1,200
530
$11K ﹤0.01%
300
531
$11K ﹤0.01%
+100
532
$11K ﹤0.01%
+506
533
$11K ﹤0.01%
+408
534
$11K ﹤0.01%
500
+200
535
$10K ﹤0.01%
416
-422
536
$10K ﹤0.01%
554
537
$10K ﹤0.01%
1,425
538
$10K ﹤0.01%
805
+3
539
$10K ﹤0.01%
300
540
$10K ﹤0.01%
+90
541
$10K ﹤0.01%
138
+38
542
$10K ﹤0.01%
+518
543
$10K ﹤0.01%
569
544
$10K ﹤0.01%
500
545
$10K ﹤0.01%
250
546
$10K ﹤0.01%
+360
547
$10K ﹤0.01%
+724
548
$10K ﹤0.01%
154
549
$10K ﹤0.01%
+388
550
$9K ﹤0.01%
+366