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
176
$116K 0.02%
1,980
+180
177
$115K 0.02%
9,683
178
$112K 0.02%
312
+151
179
$111K 0.02%
1,263
-922
180
$110K 0.02%
634
+216
181
$109K 0.02%
2,260
+18
182
$109K 0.02%
717
183
$108K 0.02%
5,000
184
$106K 0.02%
1,000
185
$104K 0.02%
2,044
+26
186
$104K 0.02%
985
+271
187
$103K 0.02%
90
188
$102K 0.02%
3,000
189
$102K 0.02%
21,000
190
$102K 0.02%
7,689
+6,771
191
$101K 0.02%
1,180
+468
192
$100K 0.02%
14,901
193
$98K 0.02%
2,608
+1,062
194
$98K 0.02%
+800
195
$93K 0.02%
4,200
196
$93K 0.02%
657
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197
$92K 0.02%
+1,400
198
$92K 0.02%
260
199
$90K 0.02%
3,098
+2
200
$90K 0.02%
751
+69