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MWP
MYCIO Wealth Partners Portfolio holdings
AUM
$502M
1-Year Est. Return
11.65%
This Fund
S&P 500
This Quarter
Est. Return
+2.95%
1 Year Est. Return
+11.65%
3 Year Est. Return
+60.27%
5 Year Est. Return
+87.81%
10 Year Est. Return
+193.8%
AUM
$361M
AUM Growth
–
Cap. Flow
+$361M
Cap. Flow
% of AUM
99.92%
Top 10 Holdings %
Top 10 Hldgs %
69.49%
Holding
593
New
591
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Chubb
CB
|
+$55.8M |
| 2 |
Wabtec
WAB
|
+$50.6M |
| 3 |
Air Products & Chemicals
APD
|
+$43.7M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$33.6M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$29.7M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 18.04% |
| 2 | Industrials | 16.42% |
| 3 | Materials | 14.19% |
| 4 | Consumer Discretionary | 4.07% |
| 5 | Healthcare | 3.61% |
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MYCIO Wealth Partners's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for MYCIO Wealth Partners, which disclosed 593 positions worth $361M. Its ten largest holdings account for 69% of the portfolio.
Its largest position is Chubb: 623,250 shares worth $55.8M.
By sector, the portfolio is most concentrated in Financials at 18% of assets, followed by Industrials and Materials.
- MYCIO Wealth Partners's largest Q2 2013 buy was Chubb: 623,250 shares worth $55.8M.
- MYCIO Wealth Partners's ten largest holdings make up 69% of its $361M portfolio in Q2 2013.
- MYCIO Wealth Partners disclosed 593 positions in Q2 2013, its first 13F filing on record.
Based on MYCIO Wealth Partners's 13F filing for Q2 2013, filed 7 Aug 2013.