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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
826
$2K ﹤0.01%
+98
827
$2K ﹤0.01%
100
828
$2K ﹤0.01%
52
+29
829
$2K ﹤0.01%
42
830
$2K ﹤0.01%
+35
831
$2K ﹤0.01%
36
+23
832
$2K ﹤0.01%
+50
833
$2K ﹤0.01%
+78
834
$2K ﹤0.01%
211
-520
835
$2K ﹤0.01%
+46
836
$2K ﹤0.01%
400
837
$2K ﹤0.01%
36
838
$2K ﹤0.01%
65
839
$2K ﹤0.01%
+108
840
$2K ﹤0.01%
+21
841
$2K ﹤0.01%
+82
842
$2K ﹤0.01%
57
+27
843
$2K ﹤0.01%
32
+20
844
$2K ﹤0.01%
20
+5
845
$2K ﹤0.01%
+47
846
$2K ﹤0.01%
19
847
$2K ﹤0.01%
20
848
$2K ﹤0.01%
+74
849
$2K ﹤0.01%
+78
850
$2K ﹤0.01%
24
32 33
34
35 36