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MWP

MYCIO Wealth Partners Portfolio holdings

AUM $502M
1-Year Est. Return 11.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$584M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.31M
3
+$2.75M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.14M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$851K

Top Sells

1
+$1.53M
2
+$784K
3
+$762K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$697K
5
BX icon
Blackstone
BX
+$665K

Sector Composition

1 Financials 20.02%
2 Industrials 11.3%
3 Materials 8.26%
4 Healthcare 6.62%
5 Technology 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$10K ﹤0.01%
352
552
$10K ﹤0.01%
289
+14
553
$10K ﹤0.01%
187
+100
554
$10K ﹤0.01%
200
555
$10K ﹤0.01%
148
556
$10K ﹤0.01%
123
557
$9K ﹤0.01%
250
558
$9K ﹤0.01%
76
559
$9K ﹤0.01%
310
560
$9K ﹤0.01%
200
561
$9K ﹤0.01%
473
562
$9K ﹤0.01%
127
+23
563
$9K ﹤0.01%
75
564
$9K ﹤0.01%
466
+116
565
$9K ﹤0.01%
500
566
$9K ﹤0.01%
1,511
567
$9K ﹤0.01%
200
568
$9K ﹤0.01%
100
569
$9K ﹤0.01%
380
570
$9K ﹤0.01%
200
571
$8K ﹤0.01%
95
572
$8K ﹤0.01%
76
573
$8K ﹤0.01%
115
+53
574
$8K ﹤0.01%
100
575
$8K ﹤0.01%
195
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