MWP

MYCIO Wealth Partners Portfolio holdings

AUM $432M
1-Year Est. Return 3.73%
This Quarter Est. Return
1 Year Est. Return
+3.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$746M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1 +$31.1M
2 +$17.3M
3 +$15.4M
4
CB icon
Chubb
CB
+$15.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$14.8M

Sector Composition

1 Financials 18.51%
2 Industrials 10.41%
3 Materials 6.55%
4 Healthcare 5.16%
5 Technology 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
-500
777
-1,500
778
-50
779
-25
780
-347
781
-133
782
-1
783
-1,452
784
-400
785
-380
786
-3,300
787
-300
788
-800
789
-992
790
-1,500
791
-10,350
792
-122
793
-310
794
-2,635
795
-700
796
-200
797
-272
798
-194
799
-4,000
800
-20