MWP

MYCIO Wealth Partners Portfolio holdings

AUM $432M
1-Year Est. Return 3.73%
This Quarter Est. Return
1 Year Est. Return
+3.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$474M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
743
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$5.84M
3
+$2.58M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.57M
5
AAPL icon
Apple
AAPL
+$1.95M

Top Sells

1
+$4.61M
2
+$2.48M
3
+$1.89M
4
CB icon
Chubb
CB
+$1.55M
5
SEE icon
Sealed Air
SEE
+$1.33M

Sector Composition

1 Financials 19.91%
2 Industrials 16.56%
3 Materials 11.94%
4 Technology 5.05%
5 Healthcare 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$295K 0.06%
7,050
-768
102
$290K 0.06%
4,133
+532
103
$287K 0.06%
2,087
+293
104
$284K 0.06%
7,872
105
$284K 0.06%
2,259
-1,191
106
$279K 0.06%
5,150
+61
107
$279K 0.06%
10,000
108
$269K 0.06%
9,942
109
$257K 0.05%
2,160
110
$251K 0.05%
6,600
111
$250K 0.05%
4,600
112
$247K 0.05%
5,285
113
$246K 0.05%
13,476
-119
114
$246K 0.05%
+10,287
115
$245K 0.05%
2,871
116
$244K 0.05%
5,990
117
$243K 0.05%
2,100
118
$241K 0.05%
6,620
-3,000
119
$235K 0.05%
2,484
+815
120
$227K 0.05%
2,420
+13
121
$226K 0.05%
2,350
-100
122
$220K 0.05%
154
-28
123
$218K 0.05%
3,153
+536
124
$218K 0.05%
3,324
125
$218K 0.05%
2,300
3 4
5
6 7