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
$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
1126
-60
1127
-38
1128
-38
1129
-880
1130
-37
1131
-47
1132
-20
1133
-29
1134
-78
1135
-196
1136
-31
1137
-147
1138
-139
1139
-73
1140
$0 ﹤0.01%
4
1141
-41
1142
-98
1143
-420
1144
-81
1145
-8
1146
-38
1147
0
1148
-71
1149
$0 ﹤0.01%
1
1150
-52