MWP

MYCIO Wealth Partners Portfolio holdings

AUM $432M
1-Year Est. Return 3.73%
This Quarter Est. Return
1 Year Est. Return
+3.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$474M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
743
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$5.84M
3 +$2.58M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.57M
5
AAPL icon
Apple
AAPL
+$1.95M

Top Sells

1 +$4.61M
2 +$2.48M
3 +$1.89M
4
CB icon
Chubb
CB
+$1.55M
5
SEE icon
Sealed Air
SEE
+$1.33M

Sector Composition

1 Financials 19.91%
2 Industrials 16.56%
3 Materials 11.94%
4 Technology 5.05%
5 Healthcare 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$505K 0.11%
3,750
77
$484K 0.1%
22,308
+55
78
$484K 0.1%
2,008
79
$483K 0.1%
5,127
+1,339
80
$463K 0.1%
23,526
81
$458K 0.1%
+5,228
82
$451K 0.1%
5,635
+20
83
$431K 0.09%
11,387
84
$430K 0.09%
11,849
+414
85
$410K 0.09%
33,960
+6
86
$404K 0.09%
8,000
+1,174
87
$397K 0.08%
4,808
+50
88
$396K 0.08%
5,216
-20
89
$382K 0.08%
15,700
90
$379K 0.08%
8,965
+3,279
91
$379K 0.08%
3,666
+80
92
$376K 0.08%
23,543
93
$370K 0.08%
2,081
+12
94
$367K 0.08%
23,662
+3,921
95
$342K 0.07%
7,342
+14
96
$330K 0.07%
18,453
+1,636
97
$328K 0.07%
3,141
+14
98
$322K 0.07%
12,400
99
$316K 0.07%
2,557
+32
100
$295K 0.06%
564