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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
976
$1K ﹤0.01%
+195
977
$1K ﹤0.01%
+11
978
$1K ﹤0.01%
+40
979
$1K ﹤0.01%
+60
980
$1K ﹤0.01%
7
981
$1K ﹤0.01%
31
+16
982
$1K ﹤0.01%
17
-1,483
983
$1K ﹤0.01%
+20
984
$1K ﹤0.01%
+9
985
$1K ﹤0.01%
+8
986
$1K ﹤0.01%
+20
987
$1K ﹤0.01%
+52
988
$1K ﹤0.01%
+19
989
$1K ﹤0.01%
+120
990
$1K ﹤0.01%
120
991
$1K ﹤0.01%
+43
992
$1K ﹤0.01%
+28
993
$1K ﹤0.01%
+22
994
$1K ﹤0.01%
+12
995
$1K ﹤0.01%
36
+16
996
$1K ﹤0.01%
27
+12
997
$1K ﹤0.01%
37
+17
998
$1K ﹤0.01%
27
+12
999
$1K ﹤0.01%
25
+11
1000
$1K ﹤0.01%
57
+26
38 39
40
41 42