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
$606M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1 +$3.55M
2 +$1.73M
3 +$1.46M
4
JCI icon
Johnson Controls International
JCI
+$942K
5
PPL icon
PPL Corp
PPL
+$837K

Sector Composition

1 Financials 18.87%
2 Industrials 12.68%
3 Materials 8.07%
4 Healthcare 6.57%
5 Technology 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$12K ﹤0.01%
1,000
527
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50
+25
528
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240
+2
529
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6
530
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100
+87
531
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180
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532
$12K ﹤0.01%
300
533
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148
534
$12K ﹤0.01%
357
535
$12K ﹤0.01%
+500
536
$12K ﹤0.01%
100
537
$12K ﹤0.01%
250
538
$11K ﹤0.01%
361
-181
539
$11K ﹤0.01%
353
540
$11K ﹤0.01%
+161
541
$11K ﹤0.01%
554
542
$11K ﹤0.01%
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543
$11K ﹤0.01%
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544
$11K ﹤0.01%
544
-189
545
$11K ﹤0.01%
335
-33
546
$11K ﹤0.01%
+214
547
$11K ﹤0.01%
100
548
$11K ﹤0.01%
867
549
$11K ﹤0.01%
130
550
$11K ﹤0.01%
2,000