MWP

MYCIO Wealth Partners Portfolio holdings

AUM $433M
1-Year Est. Return 13.63%
This Quarter Est. Return
1 Year Est. Return
+13.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$441M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$4.87M
3
+$4.77M
4
APD icon
Air Products & Chemicals
APD
+$1.97M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.18M

Top Sells

1
+$3.28M
2
+$1.81M
3
+$664K
4
GSK icon
GSK
GSK
+$328K
5
LMT icon
Lockheed Martin
LMT
+$305K

Sector Composition

1 Financials 19.99%
2 Industrials 16.95%
3 Materials 13.36%
4 Healthcare 4.92%
5 Technology 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$202K 0.05%
2,871
-123
127
$198K 0.04%
4,685
-2,628
128
$198K 0.04%
1,000
129
$195K 0.04%
5,110
-86,073
130
$194K 0.04%
3,784
131
$192K 0.04%
4,819
+66
132
$192K 0.04%
2,185
133
$191K 0.04%
4,449
134
$191K 0.04%
375
135
$190K 0.04%
1,891
+14
136
$185K 0.04%
2,541
+24
137
$183K 0.04%
11,805
138
$181K 0.04%
2,111
+5
139
$180K 0.04%
2,056
+1
140
$179K 0.04%
1,855
+1
141
$178K 0.04%
6,230
-90
142
$175K 0.04%
3,008
143
$173K 0.04%
3,284
+4
144
$163K 0.04%
2,008
145
$160K 0.04%
2,157
+18
146
$158K 0.04%
4,203
+25
147
$156K 0.04%
4,175
+5
148
$153K 0.03%
10,653
+87
149
$153K 0.03%
1,724
150
$152K 0.03%
2,439
+13
4 5
6
7 8