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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
$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
1201
-103
1202
-104
1203
-78
1204
-39
1205
-42
1206
-132
1207
-66
1208
-250
1209
-10
1210
-74
1211
-120
1212
-56
1213
-250
1214
-92
1215
-1,635
1216
-82