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
951
$1K ﹤0.01%
+12
952
$1K ﹤0.01%
42
953
$1K ﹤0.01%
+32
954
$1K ﹤0.01%
+32
955
$1K ﹤0.01%
133
956
$1K ﹤0.01%
+46
957
$1K ﹤0.01%
23
958
$1K ﹤0.01%
+18
959
$1K ﹤0.01%
+59
960
$1K ﹤0.01%
75
961
$1K ﹤0.01%
21
+12
962
$1K ﹤0.01%
+67
963
$1K ﹤0.01%
66
+31
964
$1K ﹤0.01%
+6
965
$1K ﹤0.01%
8
966
$1K ﹤0.01%
42
+19
967
$1K ﹤0.01%
+54
968
$1K ﹤0.01%
63
+1
969
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+28
970
$1K ﹤0.01%
+79
971
$1K ﹤0.01%
+6
972
$1K ﹤0.01%
+13
973
$1K ﹤0.01%
+25
974
$1K ﹤0.01%
29
+10
975
$1K ﹤0.01%
+24
37 38
39
40 41