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
876
$2K ﹤0.01%
42
877
$2K ﹤0.01%
111
878
$2K ﹤0.01%
+19
879
$2K ﹤0.01%
67
+22
880
$2K ﹤0.01%
100
881
$2K ﹤0.01%
75
+65
882
$2K ﹤0.01%
+44
883
$2K ﹤0.01%
+36
884
$2K ﹤0.01%
63
+29
885
$2K ﹤0.01%
60
+24
886
$2K ﹤0.01%
79
+36
887
$2K ﹤0.01%
79
+36
888
$2K ﹤0.01%
+40
889
$2K ﹤0.01%
28
+13
890
$2K ﹤0.01%
128
+108
891
$2K ﹤0.01%
+30
892
$2K ﹤0.01%
35
893
$2K ﹤0.01%
+45
894
$2K ﹤0.01%
+44
895
$2K ﹤0.01%
68
896
$2K ﹤0.01%
+16
897
$2K ﹤0.01%
+57
898
$2K ﹤0.01%
214
899
$2K ﹤0.01%
+69
900
$2K ﹤0.01%
+32
34 35
36
37 38