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
$746M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$16.9M
3
+$15.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$14.8M
5
CB icon
Chubb
CB
+$14.6M

Top Sells

1
+$8.1M
2
+$2.79M
3
+$1M
4
CPB icon
Campbell Soup
CPB
+$566K
5
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$318K

Sector Composition

1 Financials 18.51%
2 Industrials 10.41%
3 Materials 6.55%
4 Healthcare 5.16%
5 Technology 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-600
702
– –
-300
703
– –
-50
704
– –
-4,194
705
– –
-1,074
706
– –
-291
707
– –
-200
708
– –
-7
709
– –
-24
710
– –
-300
711
– –
-60
712
– –
-294
713
– –
0
714
– –
-200
715
– –
-1,229
716
– –
-524
717
– –
-1,770
718
– –
-80
719
– –
-544
720
– –
-104
721
– –
-250
722
– –
-2,438
723
– –
-5
724
– –
-1,409
725
– –
-1,511
27 28
29
30 31