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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
$584M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.31M
3
+$2.75M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.14M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$851K

Top Sells

1
+$1.53M
2
+$784K
3
+$762K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$697K
5
BX icon
Blackstone
BX
+$665K

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
626
$6K ﹤0.01%
+254
627
$6K ﹤0.01%
356
628
$6K ﹤0.01%
103
+100
629
$6K ﹤0.01%
200
630
$6K ﹤0.01%
122
631
$6K ﹤0.01%
207
+129
632
$6K ﹤0.01%
163
+3
633
$6K ﹤0.01%
39
+19
634
$6K ﹤0.01%
252
635
$6K ﹤0.01%
231
+105
636
$6K ﹤0.01%
+110
637
$5K ﹤0.01%
+48
638
$5K ﹤0.01%
125
639
$5K ﹤0.01%
+46
640
$5K ﹤0.01%
250
641
$5K ﹤0.01%
431
+3
642
$5K ﹤0.01%
+60
643
$5K ﹤0.01%
250
644
$5K ﹤0.01%
125
+8
645
$5K ﹤0.01%
+155
646
$5K ﹤0.01%
62
-1,032
647
$5K ﹤0.01%
73
+36
648
$5K ﹤0.01%
+135
649
$5K ﹤0.01%
85
+1
650
$5K ﹤0.01%
200
24 25
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