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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
701
$4K ﹤0.01%
161
+80
702
$4K ﹤0.01%
+108
703
$4K ﹤0.01%
72
+33
704
$4K ﹤0.01%
120
705
$4K ﹤0.01%
177
+85
706
$4K ﹤0.01%
+155
707
$4K ﹤0.01%
100
708
$4K ﹤0.01%
340
709
$4K ﹤0.01%
75
710
$4K ﹤0.01%
72
711
$4K ﹤0.01%
103
+49
712
$4K ﹤0.01%
130
+59
713
$4K ﹤0.01%
132
+60
714
$4K ﹤0.01%
657
+5
715
$4K ﹤0.01%
12,000
716
$4K ﹤0.01%
78
+38
717
$4K ﹤0.01%
129
+58
718
$4K ﹤0.01%
132
+60
719
$4K ﹤0.01%
127
720
$4K ﹤0.01%
210
+99
721
$4K ﹤0.01%
290
722
$4K ﹤0.01%
150
+50
723
$4K ﹤0.01%
158
+72
724
$4K ﹤0.01%
65
+40
725
$4K ﹤0.01%
170
+77
27 28
29
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