MWP

MYCIO Wealth Partners Portfolio holdings

AUM $483M
1-Year Est. Return 15.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.54%
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%
+6
977
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8
978
$1K ﹤0.01%
42
+19
979
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+54
980
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63
+1
981
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+28
982
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+79
983
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+6
984
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+13
985
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+25
986
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29
+10
987
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+24
988
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+4
989
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+9
990
$1K ﹤0.01%
+8
991
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+20
992
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+52
993
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+19
994
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+120
995
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120
996
$1K ﹤0.01%
+43
997
$1K ﹤0.01%
+28
998
$1K ﹤0.01%
+22
999
$1K ﹤0.01%
+12
1000
$1K ﹤0.01%
36
+16
38 39
40
41 42