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
776
$3K ﹤0.01%
120
777
$3K ﹤0.01%
29
778
$3K ﹤0.01%
113
+38
779
$3K ﹤0.01%
67
+35
780
$3K ﹤0.01%
+44
781
$3K ﹤0.01%
+9
782
$3K ﹤0.01%
500
783
$3K ﹤0.01%
+28
784
$3K ﹤0.01%
+70
785
$3K ﹤0.01%
8
786
$3K ﹤0.01%
+76
787
$3K ﹤0.01%
124
788
$3K ﹤0.01%
105
+65
789
$3K ﹤0.01%
+39
790
$3K ﹤0.01%
+54
791
$3K ﹤0.01%
184
+91
792
$3K ﹤0.01%
+64
793
$3K ﹤0.01%
59
+44
794
$3K ﹤0.01%
289
795
$3K ﹤0.01%
20
796
$3K ﹤0.01%
+219
797
$3K ﹤0.01%
150
798
$3K ﹤0.01%
26
+12
799
$3K ﹤0.01%
176
+46
800
$3K ﹤0.01%
67
+33
30 31
32
33 34