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
$746M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1 +$30.4M
2 +$16.9M
3 +$15.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$14.8M
5
CB icon
Chubb
CB
+$14.6M

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
-542
552
-552
553
-140
554
-838
555
-20
556
-1,966
557
-48
558
-68
559
-1,340
560
-473
561
-510
562
-7,422
563
-1,500
564
-19
565
-20
566
-50
567
-165
568
-420
569
-1,385
570
-1,960
571
-216
572
-204
573
-69
574
-158
575
-803