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
826
$2K ﹤0.01%
300
827
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52
+29
828
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42
829
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+35
830
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36
+23
831
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+2
832
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+78
833
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211
-520
834
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+46
835
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400
836
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36
837
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+48
838
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+33
839
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+27
840
$2K ﹤0.01%
+5
841
$2K ﹤0.01%
74
842
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65
843
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844
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150
845
$2K ﹤0.01%
+35
846
$2K ﹤0.01%
+50
847
$2K ﹤0.01%
+101
848
$2K ﹤0.01%
86
849
$2K ﹤0.01%
+54
850
$2K ﹤0.01%
+21
32 33
34
35 36