MWP

MYCIO Wealth Partners Portfolio holdings

AUM $483M
1-Year Est. Return 15.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$488M
AUM Growth
-$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1 +$4.14M
2 +$2.26M
3 +$1.14M
4
APD icon
Air Products & Chemicals
APD
+$1.09M
5
META icon
Meta Platforms (Facebook)
META
+$1.01M

Top Sells

1 +$5.28M
2 +$2.38M
3 +$1.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$659K
5
RCPT
RECEPTOS INC COM STK (DE)
RCPT
+$437K

Sector Composition

1 Financials 17.93%
2 Industrials 15.6%
3 Materials 9.41%
4 Healthcare 5.83%
5 Technology 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$8K ﹤0.01%
629
+3
577
$8K ﹤0.01%
473
578
$8K ﹤0.01%
204
579
$8K ﹤0.01%
373
+189
580
$8K ﹤0.01%
247
+7
581
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+292
582
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+291
583
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75
584
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110
585
$8K ﹤0.01%
1,100
586
$8K ﹤0.01%
+325
587
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+313
588
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250
589
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+50
590
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161
+39
591
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252
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594
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+150
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596
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+251
597
$7K ﹤0.01%
104
598
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112
-140
599
$7K ﹤0.01%
500
600
$7K ﹤0.01%
912
+6