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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
801
$3K ﹤0.01%
120
802
$3K ﹤0.01%
29
803
$3K ﹤0.01%
113
+38
804
$3K ﹤0.01%
67
+35
805
$3K ﹤0.01%
+44
806
$3K ﹤0.01%
+9
807
$3K ﹤0.01%
150
808
$3K ﹤0.01%
26
+12
809
$3K ﹤0.01%
176
+46
810
$3K ﹤0.01%
67
+33
811
$3K ﹤0.01%
+159
812
$3K ﹤0.01%
4
813
$3K ﹤0.01%
156
814
$3K ﹤0.01%
196
+92
815
$3K ﹤0.01%
139
+68
816
$3K ﹤0.01%
+73
817
$3K ﹤0.01%
+38
818
$2K ﹤0.01%
59
+26
819
$2K ﹤0.01%
400
820
$2K ﹤0.01%
+64
821
$2K ﹤0.01%
+30
822
$2K ﹤0.01%
38
+18
823
$2K ﹤0.01%
+38
824
$2K ﹤0.01%
+31
825
$2K ﹤0.01%
147
31 32
33
34 35