We are live on ! Find out more
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
$606M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,327
New
Increased
Reduced
Closed

Top Buys

1 +$3.55M
2 +$1.73M
3 +$1.48M
4
JCI icon
Johnson Controls International
JCI
+$938K
5
PPL icon
PPL Corp
PPL
+$871K

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
1101
-47
1102
-20
1103
-29
1104
-78
1105
-196
1106
-31
1107
-81
1108
-8
1109
-38
1110
0
1111
-71
1112
$0 ﹤0.01%
1
1113
-52
1114
-42
1115
-75
1116
-40
1117
0
1118
-36
1119
-78
1120
-58
1121
-96
1122
-166
1123
-46
1124
$0 ﹤0.01%
1
1125
-42