MWP

MYCIO Wealth Partners Portfolio holdings

AUM $432M
1-Year Est. Return 3.73%
This Quarter Est. Return
1 Year Est. Return
+3.73%
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
State Street 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
851
$2K ﹤0.01%
+82
852
$2K ﹤0.01%
57
+27
853
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32
+20
854
$2K ﹤0.01%
20
+5
855
$2K ﹤0.01%
+47
856
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19
857
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20
858
$2K ﹤0.01%
+74
859
$2K ﹤0.01%
+78
860
$2K ﹤0.01%
24
861
$2K ﹤0.01%
+64
862
$2K ﹤0.01%
120
+60
863
$2K ﹤0.01%
56
864
$2K ﹤0.01%
+82
865
$2K ﹤0.01%
+81
866
$2K ﹤0.01%
44
+19
867
$2K ﹤0.01%
+50
868
$2K ﹤0.01%
+157
869
$2K ﹤0.01%
+50
870
$2K ﹤0.01%
43
+21
871
$2K ﹤0.01%
+21
872
$2K ﹤0.01%
+46
873
$2K ﹤0.01%
50
874
$2K ﹤0.01%
+390
875
$2K ﹤0.01%
500
33 34
35
36 37