We are live on ! Find out more
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
$606M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,327
New
Increased
Reduced
Closed

Top Buys

1 +$3.55M
2 +$1.73M
3 +$1.48M
4
JCI icon
Johnson Controls International
JCI
+$938K
5
PPL icon
PPL Corp
PPL
+$871K

Sector Composition

1 Financials 18.87%
2 Industrials 12.68%
3 Materials 8.07%
4 Healthcare 6.57%
5 Technology 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$6K ﹤0.01%
+68
627
$6K ﹤0.01%
408
628
$6K ﹤0.01%
300
629
$6K ﹤0.01%
489
630
$6K ﹤0.01%
250
631
$6K ﹤0.01%
110
632
$6K ﹤0.01%
490
+200
633
$6K ﹤0.01%
200
634
$6K ﹤0.01%
20
+15
635
$6K ﹤0.01%
136
+1
636
$6K ﹤0.01%
85
637
$6K ﹤0.01%
156
-1,854
638
$6K ﹤0.01%
200
639
$6K ﹤0.01%
350
640
$6K ﹤0.01%
1,000
641
$5K ﹤0.01%
+400
642
$5K ﹤0.01%
100
643
$5K ﹤0.01%
+70
644
$5K ﹤0.01%
20
645
$5K ﹤0.01%
75
646
$5K ﹤0.01%
277
647
$5K ﹤0.01%
41
+25
648
$5K ﹤0.01%
76
649
$5K ﹤0.01%
1,500
650
$5K ﹤0.01%
4
+3