MWP

MYCIO Wealth Partners Portfolio holdings

AUM $483M
1-Year Est. Return 15.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$488M
AUM Growth
-$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1 +$4.14M
2 +$2.26M
3 +$1.14M
4
APD icon
Air Products & Chemicals
APD
+$1.09M
5
META icon
Meta Platforms (Facebook)
META
+$1.01M

Top Sells

1 +$5.28M
2 +$2.38M
3 +$1.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$659K
5
RCPT
RECEPTOS INC COM STK (DE)
RCPT
+$437K

Sector Composition

1 Financials 17.93%
2 Industrials 15.6%
3 Materials 9.41%
4 Healthcare 5.83%
5 Technology 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$211K 0.04%
4,450
127
$210K 0.04%
2,315
+2,124
128
$208K 0.04%
3,900
+1,506
129
$206K 0.04%
2,300
130
$205K 0.04%
6,800
131
$205K 0.04%
2,440
+13
132
$204K 0.04%
4,449
133
$200K 0.04%
2,390
+4
134
$199K 0.04%
2,889
+18
135
$197K 0.04%
341
-223
136
$196K 0.04%
7,873
+1
137
$196K 0.04%
154
138
$194K 0.04%
+1,750
139
$193K 0.04%
+2,739
140
$185K 0.04%
5,592
+5,312
141
$184K 0.04%
2,100
142
$183K 0.04%
11,805
143
$182K 0.04%
6,568
-1,327
144
$182K 0.04%
+3,900
145
$181K 0.04%
1,864
+3
146
$167K 0.03%
6,110
+20
147
$166K 0.03%
3,008
148
$166K 0.03%
2,051
-150
149
$162K 0.03%
4,241
+41
150
$159K 0.03%
1,762
+38