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
$606M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1 +$3.55M
2 +$1.73M
3 +$1.46M
4
JCI icon
Johnson Controls International
JCI
+$942K
5
PPL icon
PPL Corp
PPL
+$837K

Sector Composition

1 Financials 18.87%
2 Industrials 12.68%
3 Materials 8.07%
4 Healthcare 6.57%
5 Technology 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$0 ﹤0.01%
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1027
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1029
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1030
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1031
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1034
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1037
$0 ﹤0.01%
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1038
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1039
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1040
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1041
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1045
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1046
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1047
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1048
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1050
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