We are live on ! Find out more
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

Top Sells

1
+$8.1M
2
+$2.79M
3
+$1M
4
CPB icon
Campbell Soup
CPB
+$566K
5
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$318K

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
– –
-3,020
552
– –
-500
553
– –
-661
554
– –
-1,500
555
– –
-175
556
– –
-553
557
– –
-42
558
– –
-2,000
559
– –
-500
560
– –
-71
561
– –
-15
562
– –
-1,000
563
– –
-650
564
– –
-850
565
– –
-111
566
– –
-568
567
– –
-25
568
– –
-1,130
569
– –
-3,946
570
– –
-300
571
– –
-2,052
572
– –
-3,662
573
– –
-640
574
– –
-700
575
– –
-250
21 22
23
24 25