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
$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
776
$3K ﹤0.01%
147
+72
777
$3K ﹤0.01%
100
778
$3K ﹤0.01%
+68
779
$3K ﹤0.01%
156
+70
780
$3K ﹤0.01%
82
+37
781
$3K ﹤0.01%
98
+47
782
$3K ﹤0.01%
+48
783
$3K ﹤0.01%
70
784
$3K ﹤0.01%
166
+78
785
$3K ﹤0.01%
93
786
$3K ﹤0.01%
+58
787
$3K ﹤0.01%
+65
788
$3K ﹤0.01%
135
+64
789
$3K ﹤0.01%
216
790
$3K ﹤0.01%
+80
791
$3K ﹤0.01%
+61
792
$3K ﹤0.01%
+485
793
$3K ﹤0.01%
+105
794
$3K ﹤0.01%
200
+100
795
$3K ﹤0.01%
375
796
$3K ﹤0.01%
100
797
$3K ﹤0.01%
80
798
$3K ﹤0.01%
100
799
$3K ﹤0.01%
+92
800
$3K ﹤0.01%
+34
30 31
32
33 34