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
801
$3K ﹤0.01%
+159
802
$3K ﹤0.01%
4
803
$3K ﹤0.01%
156
804
$3K ﹤0.01%
83
+35
805
$3K ﹤0.01%
+108
806
$3K ﹤0.01%
129
+58
807
$3K ﹤0.01%
+102
808
$3K ﹤0.01%
+31
809
$3K ﹤0.01%
147
+72
810
$3K ﹤0.01%
100
811
$3K ﹤0.01%
+68
812
$3K ﹤0.01%
156
+70
813
$3K ﹤0.01%
200
+100
814
$3K ﹤0.01%
375
815
$3K ﹤0.01%
100
816
$3K ﹤0.01%
82
+37
817
$3K ﹤0.01%
98
+47
818
$2K ﹤0.01%
+64
819
$2K ﹤0.01%
+30
820
$2K ﹤0.01%
38
+18
821
$2K ﹤0.01%
+38
822
$2K ﹤0.01%
+31
823
$2K ﹤0.01%
147
824
$2K ﹤0.01%
+98
825
$2K ﹤0.01%
100
31 32
33
34 35