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
151
$149K 0.03%
1,664
+5
152
$148K 0.03%
3,420
153
$144K 0.03%
770
-5
154
$143K 0.03%
1,241
155
$143K 0.03%
10,500
156
$142K 0.03%
1,848
+10
157
$140K 0.03%
5,334
+3,252
158
$140K 0.03%
2,014
159
$139K 0.03%
+1,800
160
$137K 0.03%
6,000
161
$136K 0.03%
2,144
-94
162
$134K 0.03%
2,394
-824
163
$133K 0.03%
6,408
164
$132K 0.03%
2,100
165
$129K 0.03%
1,600
166
$129K 0.03%
5,154
+15
167
$127K 0.03%
2,185
168
$124K 0.03%
1,050
169
$121K 0.03%
14,901
170
$117K 0.03%
3,490
+3,000
171
$116K 0.03%
+2,363
172
$115K 0.03%
1,958
173
$114K 0.03%
3,146
174
$114K 0.03%
1,500
+500
175
$113K 0.03%
1,500
5 6
7
8 9