MWP

MYCIO Wealth Partners Portfolio holdings

AUM $483M
1-Year Est. Return 15.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.54%
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%
+44
902
$2K ﹤0.01%
+36
903
$2K ﹤0.01%
63
+29
904
$2K ﹤0.01%
60
+24
905
$2K ﹤0.01%
79
+36
906
$2K ﹤0.01%
35
907
$2K ﹤0.01%
+45
908
$2K ﹤0.01%
+44
909
$2K ﹤0.01%
68
910
$2K ﹤0.01%
+16
911
$2K ﹤0.01%
+57
912
$2K ﹤0.01%
214
913
$2K ﹤0.01%
+69
914
$2K ﹤0.01%
+32
915
$2K ﹤0.01%
91
+41
916
$2K ﹤0.01%
81
+37
917
$2K ﹤0.01%
+178
918
$2K ﹤0.01%
79
+36
919
$2K ﹤0.01%
53
+24
920
$2K ﹤0.01%
55
+25
921
$2K ﹤0.01%
76
+35
922
$2K ﹤0.01%
60
+27
923
$2K ﹤0.01%
+136
924
$2K ﹤0.01%
73
+33
925
$2K ﹤0.01%
71
+32
35 36
37
38 39