MWP

MYCIO Wealth Partners Portfolio holdings

AUM $432M
1-Year Est. Return 3.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$746M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1 +$31.1M
2 +$17.3M
3 +$15.4M
4
CB icon
Chubb
CB
+$15.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$14.8M

Sector Composition

1 Financials 18.51%
2 Industrials 10.41%
3 Materials 6.55%
4 Healthcare 5.16%
5 Technology 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
-25
527
-347
528
-1
529
-1,452
530
-400
531
-380
532
-3,300
533
-300
534
-800
535
-992
536
-1,500
537
-10,350
538
-122
539
-310
540
-2,635
541
-700
542
-200
543
-272
544
-194
545
-4,000
546
-20
547
-306
548
-119
549
-84
550
-666