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
126
$217K 0.05%
7,791
-182
127
$217K 0.05%
6,000
128
$214K 0.05%
13,820
-4,700
129
$214K 0.05%
4,647
+51
130
$208K 0.04%
7,260
+2,100
131
$206K 0.04%
4,449
132
$201K 0.04%
5,768
133
$195K 0.04%
2,057
134
$195K 0.04%
4,950
+66
135
$189K 0.04%
1,861
+6
136
$188K 0.04%
11,805
137
$186K 0.04%
2,156
+656
138
$185K 0.04%
4,665
139
$184K 0.04%
2,176
+162
140
$183K 0.04%
2,192
+17
141
$183K 0.04%
3,008
142
$182K 0.04%
6,270
+20
143
$180K 0.04%
1,923
+17
144
$177K 0.04%
3,943
-9,922
145
$176K 0.04%
5,000
+4,250
146
$175K 0.04%
1,000
147
$171K 0.04%
750
-30
148
$170K 0.04%
2,008
149
$168K 0.04%
1,768
+44
150
$167K 0.04%
1,050
4 5
6
7 8