MWP

MYCIO Wealth Partners Portfolio holdings

AUM $432M
1-Year Est. Return 3.73%
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
576
-2,047
577
-161
578
-500
579
-72
580
-5,557
581
-744
582
-1,200
583
-7,932
584
-2,093
585
-1,740
586
-3,384
587
-5,400
588
-1,000
589
-85
590
-357
591
-697
592
-78
593
-800
594
-2,765
595
-198
596
-867
597
-379
598
-64
599
-200
600
-330