MWP

MYCIO Wealth Partners Portfolio holdings

AUM $432M
1-Year Est. Return 3.73%
This Quarter Est. Return
1 Year Est. Return
+3.73%
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 Buys

1
+$14.3M
2
+$5.84M
3
+$2.58M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.57M
5
AAPL icon
Apple
AAPL
+$1.95M

Top Sells

1
+$4.61M
2
+$2.48M
3
+$1.89M
4
CB icon
Chubb
CB
+$1.55M
5
SEE icon
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
51
$882K 0.19%
+1,472
52
$866K 0.18%
12,370
53
$836K 0.18%
8,271
54
$835K 0.18%
34,815
+153
55
$808K 0.17%
18,369
56
$792K 0.17%
26,786
+2,741
57
$711K 0.15%
7,722
+1,039
58
$682K 0.14%
21,550
-1,232
59
$678K 0.14%
4,418
+444
60
$668K 0.14%
11,922
-15,086
61
$649K 0.14%
7,969
+6
62
$623K 0.13%
85,000
+6,000
63
$610K 0.13%
5,815
+12
64
$609K 0.13%
6,677
+36
65
$583K 0.12%
5,061
66
$579K 0.12%
13,856
67
$574K 0.12%
10,601
+2,285
68
$574K 0.12%
68,033
-1,422
69
$573K 0.12%
5,517
+5,459
70
$539K 0.11%
4,807
+917
71
$528K 0.11%
10,718
+76
72
$528K 0.11%
5,794
+738
73
$521K 0.11%
13,260
+4,601
74
$509K 0.11%
8,240
75
$505K 0.11%
65,272
-2
1 2
3
4 5