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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
901
$2K ﹤0.01%
+48
902
$2K ﹤0.01%
+33
903
$2K ﹤0.01%
+27
904
$2K ﹤0.01%
+5
905
$2K ﹤0.01%
74
906
$2K ﹤0.01%
+157
907
$2K ﹤0.01%
+50
908
$2K ﹤0.01%
43
+21
909
$2K ﹤0.01%
+21
910
$2K ﹤0.01%
+46
911
$2K ﹤0.01%
50
912
$2K ﹤0.01%
+390
913
$2K ﹤0.01%
500
914
$2K ﹤0.01%
42
915
$2K ﹤0.01%
111
916
$2K ﹤0.01%
+19
917
$2K ﹤0.01%
67
+22
918
$2K ﹤0.01%
100
919
$2K ﹤0.01%
75
+65
920
$2K ﹤0.01%
+44
921
$2K ﹤0.01%
79
+36
922
$2K ﹤0.01%
+40
923
$2K ﹤0.01%
+30
924
$2K ﹤0.01%
+42
925
$2K ﹤0.01%
59
+27
35 36
37
38 39