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
$149M
AUM Growth
-$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M

Top Sells

1
+$123M
2
+$104M
3
+$74M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$73.6M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$60.6M

Sector Composition

1 Financials 83.99%
2 Industrials 1.22%
3 Technology 0.28%
4 Utilities 0.21%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,297
102
– –
-144
103
– –
-145
104
– –
-8,676
105
– –
-5,970
106
– –
-30,138
107
– –
-30
108
– –
-9,626
109
– –
-148
110
– –
-15,616
111
– –
-310
112
– –
-87,349
113
– –
-158
114
– –
-32,256
115
– –
-5,914
116
– –
-230
117
– –
-147,348
118
– –
-5,331
119
– –
-21,643
120
– –
-9,210
121
– –
-1,564
122
– –
-2,003
123
– –
-6,211
124
– –
-2,038
125
– –
-7,266
3 4
5
6 7