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
726
– –
-166
727
– –
-400
728
– –
-499
729
– –
-300
730
– –
-240
731
– –
-32,400
732
– –
-558
733
– –
-431
734
– –
-22
735
– –
-685
736
– –
-416
737
– –
-1,060
738
– –
-1,000
739
– –
-1,460
740
– –
-200
741
– –
-2
742
– –
-200
743
– –
-200
744
– –
-700
745
– –
-211
746
– –
-250
747
– –
-718
748
– –
-1,108
749
– –
-76
750
– –
-185
28 29
30
31 32