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
$441M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$4.87M
3
+$4.77M
4
APD icon
Air Products & Chemicals
APD
+$1.97M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.18M

Top Sells

1
+$3.28M
2
+$1.81M
3
+$664K
4
GSK icon
GSK
GSK
+$328K
5
LMT icon
Lockheed Martin
LMT
+$305K

Sector Composition

1 Financials 19.99%
2 Industrials 16.95%
3 Materials 13.36%
4 Healthcare 4.92%
5 Technology 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$446K 0.1%
10,629
+42
77
$442K 0.1%
22,164
+40
78
$439K 0.1%
3,450
79
$434K 0.1%
+8,754
80
$411K 0.09%
10,000
81
$400K 0.09%
4,758
82
$397K 0.09%
5,050
+2
83
$395K 0.09%
11,387
84
$394K 0.09%
15,700
-850
85
$384K 0.09%
12,417
+19
86
$375K 0.09%
8,668
+249
87
$367K 0.08%
23,543
88
$362K 0.08%
8,080
+16
89
$361K 0.08%
5,000
90
$354K 0.08%
5,702
+5
91
$346K 0.08%
2,059
+10
92
$338K 0.08%
19,622
+120
93
$337K 0.08%
3,586
94
$329K 0.07%
3,970
+220
95
$325K 0.07%
8,296
+4
96
$315K 0.07%
3,112
+14
97
$315K 0.07%
5,436
98
$313K 0.07%
7,818
99
$312K 0.07%
19,220
100
$312K 0.07%
30,345
+6
2 3
4
5 6