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

Top Buys

1
+$3.73M
2
+$3.31M
3
+$2.75M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.14M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$851K

Top Sells

1
+$1.53M
2
+$784K
3
+$762K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$697K
5
BX icon
Blackstone
BX
+$665K

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%
340
+130
752
$3K ﹤0.01%
68
+1
753
$3K ﹤0.01%
104
+50
754
$3K ﹤0.01%
39
+21
755
$3K ﹤0.01%
500
756
$3K ﹤0.01%
+28
757
$3K ﹤0.01%
+70
758
$3K ﹤0.01%
8
759
$3K ﹤0.01%
+76
760
$3K ﹤0.01%
124
761
$3K ﹤0.01%
105
+65
762
$3K ﹤0.01%
+39
763
$3K ﹤0.01%
+54
764
$3K ﹤0.01%
184
+91
765
$3K ﹤0.01%
+64
766
$3K ﹤0.01%
59
+44
767
$3K ﹤0.01%
289
768
$3K ﹤0.01%
20
769
$3K ﹤0.01%
+219
770
$3K ﹤0.01%
108
+34
771
$3K ﹤0.01%
83
+35
772
$3K ﹤0.01%
+108
773
$3K ﹤0.01%
129
+58
774
$3K ﹤0.01%
+102
775
$3K ﹤0.01%
+31
29 30
31
32 33