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
$441M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$4.87M
3
+$4.77M
4
APD icon
Air Products & Chemicals
APD
+$1.97M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.18M

Top Sells

1
+$3.28M
2
+$1.81M
3
+$664K
4
GSK icon
GSK
GSK
+$328K
5
LMT icon
Lockheed Martin
LMT
+$305K

Sector Composition

1 Financials 19.99%
2 Industrials 16.95%
3 Materials 13.36%
4 Healthcare 4.92%
5 Technology 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$785K 0.18%
34,503
-11,367
52
$769K 0.17%
3,750
53
$759K 0.17%
12,684
+84
54
$725K 0.16%
79,000
55
$709K 0.16%
8,271
56
$694K 0.16%
6,682
-495
57
$679K 0.15%
8,054
+13
58
$666K 0.15%
5,260
+20
59
$653K 0.15%
13,856
60
$647K 0.15%
22,989
+142
61
$628K 0.14%
3,621
+2
62
$607K 0.14%
69,455
+60,503
63
$594K 0.13%
14,428
64
$588K 0.13%
6,602
+37
65
$587K 0.13%
12,370
66
$575K 0.13%
60,733
+1,264
67
$562K 0.13%
13,861
-497
68
$551K 0.13%
5,061
69
$547K 0.12%
8,240
-70
70
$508K 0.12%
3,888
+2
71
$507K 0.12%
2,008
72
$469K 0.11%
5,791
+1,095
73
$459K 0.1%
8,316
74
$450K 0.1%
23,526
+4,494
75
$450K 0.1%
5,604
+12
1 2
3
4 5