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
$746M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$17.3M
3
+$15.4M
4
CB icon
Chubb
CB
+$15.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$14.8M

Top Sells

1
+$8.26M
2
+$2.87M
3
+$975K
4
CPB icon
Campbell Soup
CPB
+$566K
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$318K

Sector Composition

1 Financials 18.51%
2 Industrials 10.41%
3 Materials 6.55%
4 Healthcare 5.16%
5 Technology 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$336K 0.05%
30,990
152
$333K 0.04%
13,856
153
$331K 0.04%
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154
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155
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156
$320K 0.04%
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157
$317K 0.04%
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158
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160
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163
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164
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165
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166
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169
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170
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172
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173
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6,000
174
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17,000
175
$264K 0.04%
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