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
551
-300
552
-60
553
-294
554
0
555
-200
556
-1,229
557
-524
558
-1,770
559
-80
560
-544
561
-104
562
-250
563
-2,438
564
-5
565
-1,409
566
-1,511
567
-166
568
-400
569
-499
570
-300
571
-240
572
-32,400
573
-558
574
-431
575
-22