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
$474M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
743
New
Increased
Reduced
Closed

Top Sells

1 +$4.81M
2 +$2.48M
3 +$1.79M
4
CB icon
Chubb
CB
+$1.49M
5
SEE
Sealed Air
SEE
+$1.33M

Sector Composition

1 Financials 19.91%
2 Industrials 16.56%
3 Materials 11.94%
4 Technology 5.05%
5 Healthcare 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
-172
677
0
678
$0 ﹤0.01%
58
679
-30
680
$0 ﹤0.01%
12
681
-210
682
-90
683
-125
684
-94
685
0
686
-82
687
$0 ﹤0.01%
9
688
-84
689
0
690
$0 ﹤0.01%
150
691
-200
692
-3,400
693
-62,898
694
-3,000
695
$0 ﹤0.01%
2
696
$0 ﹤0.01%
4
697
-500
698
-10
699
$0 ﹤0.01%
4
700
$0 ﹤0.01%
100