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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
$441M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$4.68M
3
+$4.46M
4
APD icon
Air Products & Chemicals
APD
+$1.85M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.14M

Top Sells

1
+$3.08M
2
+$1.76M
3
+$694K
4
GSK icon
GSK
GSK
+$332K
5
LMT icon
Lockheed Martin
LMT
+$309K

Sector Composition

1 Financials 19.99%
2 Industrials 16.95%
3 Materials 13.36%
4 Healthcare 4.92%
5 Technology 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
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627
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628
$0 ﹤0.01%
3
629
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630
$0 ﹤0.01%
2
631
– –
-2,310
632
– –
-768
633
– –
-1,000
634
– –
-265
635
– –
0
636
$0 ﹤0.01%
3
637
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638
– –
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639
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0
640
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641
– –
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642
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643
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-1,131
644
$0 ﹤0.01%
21
645
$0 ﹤0.01%
150
646
– –
-360
647
$0 ﹤0.01%
58
648
$0 ﹤0.01%
84
649
$0 ﹤0.01%
8
650
– –
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23 24 25
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