MWP

MYCIO Wealth Partners Portfolio holdings

AUM $433M
1-Year Est. Return 13.63%
This Quarter Est. Return
1 Year Est. Return
+13.63%
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 +$3.96M
2 +$3.34M
3 +$2.64M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$2.21M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$912K

Top Sells

1 +$1.68M
2 +$784K
3 +$755K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$677K
5
BPL
Buckeye Partners, L.P.
BPL
+$630K

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
601
$7K ﹤0.01%
1,000
602
$7K ﹤0.01%
489
603
$7K ﹤0.01%
250
604
$7K ﹤0.01%
1,500
605
$6K ﹤0.01%
200
606
$6K ﹤0.01%
181
+89
607
$6K ﹤0.01%
8
+2
608
$6K ﹤0.01%
+96
609
$6K ﹤0.01%
133
610
$6K ﹤0.01%
127
+65
611
$6K ﹤0.01%
122
612
$6K ﹤0.01%
207
+129
613
$6K ﹤0.01%
163
+3
614
$6K ﹤0.01%
39
+19
615
$6K ﹤0.01%
252
616
$6K ﹤0.01%
+75
617
$6K ﹤0.01%
216
618
$6K ﹤0.01%
103
+80
619
$6K ﹤0.01%
524
620
$6K ﹤0.01%
597
621
$6K ﹤0.01%
462
+17
622
$6K ﹤0.01%
51
+21
623
$6K ﹤0.01%
72
+35
624
$6K ﹤0.01%
408
625
$6K ﹤0.01%
500