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
$563M
AUM Growth
+$2.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,019
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$4.14M
3
+$3.12M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.49M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.36M

Top Sells

1
+$16.7M
2
+$7.78M
3
+$6.83M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$6.26M
5
FMC icon
FMC
FMC
+$3.09M

Sector Composition

1 Financials 18.61%
2 Industrials 12.98%
3 Materials 8.69%
4 Healthcare 6.66%
5 Technology 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$4K ﹤0.01%
30
602
$4K ﹤0.01%
+42
603
$4K ﹤0.01%
65
-1,735
604
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+62
605
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50
606
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607
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100
608
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125
609
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291
+2
610
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250
-854
611
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250
612
$4K ﹤0.01%
72
+1
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100
614
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+151
615
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290
616
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29
-200
617
$4K ﹤0.01%
373
618
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619
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+30
620
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300
621
$4K ﹤0.01%
+120
622
$4K ﹤0.01%
+20
623
$4K ﹤0.01%
124
+24
624
$4K ﹤0.01%
+75
625
$4K ﹤0.01%
72
23 24
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