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
751
$3K ﹤0.01%
+65
752
$3K ﹤0.01%
135
+64
753
$3K ﹤0.01%
216
754
$3K ﹤0.01%
+80
755
$3K ﹤0.01%
+61
756
$3K ﹤0.01%
+485
757
$3K ﹤0.01%
+105
758
$3K ﹤0.01%
50
759
$3K ﹤0.01%
+115
760
$3K ﹤0.01%
205
761
$3K ﹤0.01%
28
+15
762
$3K ﹤0.01%
100
763
$3K ﹤0.01%
76
+37
764
$3K ﹤0.01%
80
765
$3K ﹤0.01%
+41
766
$3K ﹤0.01%
+97
767
$3K ﹤0.01%
67
+32
768
$3K ﹤0.01%
340
+130
769
$3K ﹤0.01%
68
+1
770
$3K ﹤0.01%
104
+50
771
$3K ﹤0.01%
39
+21
772
$3K ﹤0.01%
80
773
$3K ﹤0.01%
100
774
$3K ﹤0.01%
+92
775
$3K ﹤0.01%
+34
29 30
31
32 33