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
$584M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.34M
3
+$2.64M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$2.21M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$912K

Top Sells

1
+$1.68M
2
+$784K
3
+$755K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$677K
5
BPL
Buckeye Partners, L.P.
BPL
+$630K

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
726
$4K ﹤0.01%
657
+5
727
$4K ﹤0.01%
12,000
728
$4K ﹤0.01%
78
+38
729
$4K ﹤0.01%
129
+58
730
$4K ﹤0.01%
132
+60
731
$4K ﹤0.01%
127
732
$4K ﹤0.01%
210
+99
733
$4K ﹤0.01%
290
734
$3K ﹤0.01%
108
+34
735
$3K ﹤0.01%
+48
736
$3K ﹤0.01%
+29
737
$3K ﹤0.01%
32
738
$3K ﹤0.01%
+60
739
$3K ﹤0.01%
+29
740
$3K ﹤0.01%
+78
741
$3K ﹤0.01%
196
+92
742
$3K ﹤0.01%
139
+68
743
$3K ﹤0.01%
+73
744
$3K ﹤0.01%
+38
745
$3K ﹤0.01%
+75
746
$3K ﹤0.01%
+40
747
$3K ﹤0.01%
70
748
$3K ﹤0.01%
166
+78
749
$3K ﹤0.01%
93
750
$3K ﹤0.01%
+58
28 29
30
31 32