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
$584M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.34M
3
+$2.64M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$2.21M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$912K

Top Sells

1
+$1.68M
2
+$784K
3
+$755K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$677K
5
BPL
Buckeye Partners, L.P.
BPL
+$630K

Sector Composition

1 Financials 20.02%
2 Industrials 11.3%
3 Materials 8.26%
4 Healthcare 6.62%
5 Technology 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$182K 0.03%
13,461
177
$180K 0.03%
980
+580
178
$179K 0.03%
1,600
179
$177K 0.03%
3,040
+178
180
$176K 0.03%
6,408
181
$176K 0.03%
4,288
+3
182
$175K 0.03%
4,260
-1,592
183
$174K 0.03%
341
184
$172K 0.03%
3,007
+2,141
185
$172K 0.03%
1,863
-3,620
186
$171K 0.03%
7,032
187
$171K 0.03%
4,398
+550
188
$170K 0.03%
+2,563
189
$168K 0.03%
1,904
+104
190
$167K 0.03%
341
191
$167K 0.03%
21,718
+3,200
192
$166K 0.03%
2,984
193
$166K 0.03%
44,142
194
$163K 0.03%
2,398
+589
195
$156K 0.03%
+2,047
196
$154K 0.03%
1,250
+250
197
$153K 0.03%
7,717
+941
198
$151K 0.03%
6,129
+57
199
$150K 0.03%
4,000
200
$149K 0.03%
1,879
+44
6 7
8
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