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
551
$4K ﹤0.01%
44
552
$3K ﹤0.01%
+290
553
$3K ﹤0.01%
+75
554
$3K ﹤0.01%
30
+10
555
$3K ﹤0.01%
100
556
$3K ﹤0.01%
90
-19,910
557
$3K ﹤0.01%
50
+15
558
$3K ﹤0.01%
70
559
$3K ﹤0.01%
286
560
$3K ﹤0.01%
120
561
$3K ﹤0.01%
7
562
$3K ﹤0.01%
100
563
$3K ﹤0.01%
214
564
$3K ﹤0.01%
200
565
$3K ﹤0.01%
7,055
566
$2K ﹤0.01%
31
567
$2K ﹤0.01%
+90
568
$2K ﹤0.01%
100
569
$2K ﹤0.01%
50
+15
570
$2K ﹤0.01%
100
571
$2K ﹤0.01%
+97
572
$2K ﹤0.01%
+90
573
$2K ﹤0.01%
16
574
$2K ﹤0.01%
96
575
$2K ﹤0.01%
18
21 22
23
24 25