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
$606M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1 +$3.55M
2 +$1.73M
3 +$1.46M
4
JCI icon
Johnson Controls International
JCI
+$942K
5
PPL icon
PPL Corp
PPL
+$837K

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
651
$5K ﹤0.01%
+100
652
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+70
653
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20
654
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655
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656
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+25
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658
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1,500
659
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4
+3
660
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518
661
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356
662
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664
$4K ﹤0.01%
500
665
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666
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185
667
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+76
668
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225
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670
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671
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+77
672
$4K ﹤0.01%
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673
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100
674
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100
675
$4K ﹤0.01%
+68