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
151
$165K 0.03%
75
152
$162K 0.03%
4,044
+324
153
$160K 0.03%
5,010
154
$160K 0.03%
3,784
155
$158K 0.03%
1,164
-77
156
$158K 0.03%
1,986
+129
157
$155K 0.03%
6,408
158
$153K 0.03%
4,203
159
$148K 0.03%
1,600
160
$145K 0.03%
+16,050
161
$144K 0.03%
1,250
+1,000
162
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2,160
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163
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2,408
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164
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165
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166
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167
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168
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169
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1,373
170
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21,770
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171
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172
$126K 0.03%
2,363
173
$122K 0.03%
1,800
174
$122K 0.03%
1,205
+205
175
$116K 0.02%
1,388
-193