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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
926
$2K ﹤0.01%
+121
927
$2K ﹤0.01%
+32
928
$2K ﹤0.01%
60
929
$2K ﹤0.01%
+36
930
$2K ﹤0.01%
63
+29
931
$2K ﹤0.01%
60
+24
932
$2K ﹤0.01%
79
+36
933
$2K ﹤0.01%
28
+13
934
$1K ﹤0.01%
+46
935
$1K ﹤0.01%
23
936
$1K ﹤0.01%
+18
937
$1K ﹤0.01%
+59
938
$1K ﹤0.01%
75
939
$1K ﹤0.01%
21
+12
940
$1K ﹤0.01%
+67
941
$1K ﹤0.01%
66
+31
942
$1K ﹤0.01%
+6
943
$1K ﹤0.01%
+5
944
$1K ﹤0.01%
25
+11
945
$1K ﹤0.01%
+72
946
$1K ﹤0.01%
75
947
$1K ﹤0.01%
+4
948
$1K ﹤0.01%
+16
949
$1K ﹤0.01%
218
-89
950
$1K ﹤0.01%
100
36 37
38
39 40