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
$515M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1 +$8.04M
2 +$6.32M
3 +$6.16M
4
CB icon
Chubb
CB
+$4.59M
5
AAPL icon
Apple
AAPL
+$4.33M

Top Sells

1 +$1.11M
2 +$943K
3 +$416K
4
PPL icon
PPL Corp
PPL
+$290K
5
YHOO
Yahoo Inc
YHOO
+$273K

Sector Composition

1 Financials 17.99%
2 Industrials 16.44%
3 Materials 9.76%
4 Technology 6.2%
5 Healthcare 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$983K 0.19%
24,396
52
$958K 0.19%
35,000
53
$904K 0.18%
8,759
+1
54
$873K 0.17%
25,967
-125
55
$871K 0.17%
38,872
56
$836K 0.16%
35,139
+165
57
$791K 0.15%
8,197
-513
58
$761K 0.15%
6,850
+977
59
$742K 0.14%
1,472
60
$717K 0.14%
26,721
+5,459
61
$708K 0.14%
23,288
-3,383
62
$672K 0.13%
4,319
63
$646K 0.13%
6,749
+36
64
$642K 0.12%
68,033
65
$640K 0.12%
7,987
-151
66
$640K 0.12%
21,219
67
$617K 0.12%
27,648
+4,122
68
$605K 0.12%
11,130
+527
69
$579K 0.11%
4,489
+1,786
70
$566K 0.11%
4,834
-1,193
71
$540K 0.1%
12,220
72
$539K 0.1%
3,888
+2,088
73
$535K 0.1%
5,061
74
$527K 0.1%
13,856
75
$522K 0.1%
6,675
+470