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
1051
-110
1052
-97
1053
-45
1054
-67
1055
-75
1056
-74
1057
-200
1058
-193
1059
-340
1060
-114
1061
-1,306
1062
-66
1063
-6
1064
-8
1065
-46
1066
-4
1067
-104
1068
-3,617
1069
$0 ﹤0.01%
7
1070
-103
1071
-104
1072
-78
1073
-39
1074
-42
1075
-132