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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
$563M
AUM Growth
+$2.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,019
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$4.14M
3
+$3.12M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.49M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.36M

Top Sells

1
+$16.7M
2
+$7.78M
3
+$6.83M
4
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$6.26M
5
FMC icon
FMC
FMC
+$3.09M

Sector Composition

1 Financials 18.61%
2 Industrials 12.98%
3 Materials 8.69%
4 Healthcare 6.66%
5 Technology 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
– –
0
852
$0 ﹤0.01%
12
-1,840
853
– –
-136
854
– –
-63
855
$0 ﹤0.01%
10
856
– –
-1,750
857
– –
-115
858
– –
-1,160
859
$0 ﹤0.01%
75
860
– –
-903
861
– –
-6,480
862
– –
-74
863
$0 ﹤0.01%
9
864
$0 ﹤0.01%
7
+1
865
$0 ﹤0.01%
+23
866
– –
-255
867
– –
-1,000
868
– –
-7,200
869
– –
-500
870
– –
-1,000
871
– –
0
872
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-150
873
– –
-355
874
– –
-381
875
$0 ﹤0.01%
80
33 34
35
36 37