MWP
MYCIO Wealth Partners Portfolio holdings
AUM
$433M
This Quarter Return
-2.96%
1 Year Return
+13.63%
3 Year Return
+48.96%
5 Year Return
+111.15%
10 Year Return
+164.65%
AUM
$515M
AUM Growth
+$515M
(+4.7%)
Cap. Flow
+$38.4M
Cap. Flow
% of AUM
7.47%
Top 10 Holdings %
Top 10 Hldgs %
69.37%
Holding
809
New
88
Increased
188
Reduced
55
Closed
32
Top Buys
| 1 |
BDN
Brandywine Realty Trust
BDN
|
$8.04M |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$6.32M |
| 3 |
ECC
Eagle Point Credit Co
ECC
|
$6.16M |
| 4 |
Chubb
CB
|
$4.59M |
| 5 |
Apple
AAPL
|
$4.33M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$1.11M |
| 2 |
Bath & Body Works
BBWI
|
$943K |
| 3 |
Alibaba
BABA
|
$416K |
| 4 |
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% |