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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
576
$8K ﹤0.01%
204
577
$8K ﹤0.01%
114
+43
578
$8K ﹤0.01%
321
-14
579
$8K ﹤0.01%
66
580
$8K ﹤0.01%
233
581
$8K ﹤0.01%
52
582
$8K ﹤0.01%
100
583
$8K ﹤0.01%
71
584
$8K ﹤0.01%
867
585
$8K ﹤0.01%
130
586
$8K ﹤0.01%
275
+124
587
$8K ﹤0.01%
144
588
$8K ﹤0.01%
500
589
$8K ﹤0.01%
+250
590
$7K ﹤0.01%
+420
591
$7K ﹤0.01%
50
592
$7K ﹤0.01%
1,000
593
$7K ﹤0.01%
489
594
$7K ﹤0.01%
250
595
$7K ﹤0.01%
1,500
596
$7K ﹤0.01%
110
597
$7K ﹤0.01%
+104
598
$7K ﹤0.01%
250
599
$7K ﹤0.01%
373
600
$7K ﹤0.01%
300
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