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
551
$3K ﹤0.01%
500
552
$3K ﹤0.01%
+60
553
$3K ﹤0.01%
340
554
$3K ﹤0.01%
270
555
$3K ﹤0.01%
100
556
$3K ﹤0.01%
625
+9
557
$3K ﹤0.01%
+160
558
$3K ﹤0.01%
44
559
$3K ﹤0.01%
40
560
$3K ﹤0.01%
200
561
$3K ﹤0.01%
+240
562
$2K ﹤0.01%
31
563
$2K ﹤0.01%
+38
564
$2K ﹤0.01%
1
565
$2K ﹤0.01%
142
-136
566
$2K ﹤0.01%
40
+20
567
$2K ﹤0.01%
30
+15
568
$2K ﹤0.01%
96
569
$2K ﹤0.01%
+40
570
$2K ﹤0.01%
38
-11
571
$2K ﹤0.01%
50
572
$2K ﹤0.01%
+227
573
$2K ﹤0.01%
102
+1
574
$2K ﹤0.01%
120
575
$2K ﹤0.01%
2,481
21 22
23
24 25