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

Top Buys

1 +$5.86M
2 +$4.87M
3 +$4.77M
4
APD icon
Air Products & Chemicals
APD
+$1.97M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.18M

Top Sells

1 +$3.28M
2 +$1.81M
3 +$664K
4
GSK icon
GSK
GSK
+$328K
5
LMT icon
Lockheed Martin
LMT
+$305K

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
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