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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
951
$1K ﹤0.01%
+37
952
$1K ﹤0.01%
+20
953
$1K ﹤0.01%
18
954
$1K ﹤0.01%
+81
955
$1K ﹤0.01%
+55
956
$1K ﹤0.01%
+5
957
$1K ﹤0.01%
+81
958
$1K ﹤0.01%
84
959
$1K ﹤0.01%
+7
960
$1K ﹤0.01%
+33
961
$1K ﹤0.01%
10
962
$1K ﹤0.01%
8
963
$1K ﹤0.01%
42
+19
964
$1K ﹤0.01%
+54
965
$1K ﹤0.01%
63
+1
966
$1K ﹤0.01%
+28
967
$1K ﹤0.01%
+79
968
$1K ﹤0.01%
+6
969
$1K ﹤0.01%
+13
970
$1K ﹤0.01%
+25
971
$1K ﹤0.01%
29
+10
972
$1K ﹤0.01%
+24
973
$1K ﹤0.01%
+4
974
$1K ﹤0.01%
+100
975
$1K ﹤0.01%
+10
37 38
39
40 41