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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
1076
$0 ﹤0.01%
+10
1077
– –
-4,449
1078
– –
-1,500
1079
– –
-1,683
1080
– –
-459
1081
– –
-1,000
1082
– –
-298
1083
– –
-300
1084
– –
-80
1085
– –
0
1086
$0 ﹤0.01%
15
1087
$0 ﹤0.01%
100
1088
$0 ﹤0.01%
1,481
1089
$0 ﹤0.01%
8
1090
$0 ﹤0.01%
35
1091
$0 ﹤0.01%
11
1092
– –
-466
1093
– –
-361
1094
$0 ﹤0.01%
28
1095
$0 ﹤0.01%
3
1096
$0 ﹤0.01%
+9
1097
$0 ﹤0.01%
+4
1098
$0 ﹤0.01%
10
1099
– –
0
1100
– –
0
42 43
44
45 46