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
201
$88K 0.02%
8,004
+804
202
$87K 0.02%
+127
203
$86K 0.02%
1,316
+260
204
$86K 0.02%
1,000
205
$84K 0.02%
3,000
206
$84K 0.02%
821
207
$82K 0.02%
1,384
+6
208
$82K 0.02%
1,745
+23
209
$81K 0.02%
994
+4
210
$81K 0.02%
900
211
$80K 0.02%
1,000
212
$78K 0.02%
600
213
$78K 0.02%
3,061
+2
214
$78K 0.02%
726
+11
215
$78K 0.02%
1,239
216
$77K 0.02%
2,776
+8
217
$75K 0.02%
3,117
+17
218
$75K 0.02%
2,014
+23
219
$75K 0.02%
1,300
220
$74K 0.02%
23
221
$73K 0.02%
2,025
+1,215
222
$72K 0.02%
2,000
223
$71K 0.02%
7,562
+7,212
224
$71K 0.02%
800
225
$70K 0.01%
+1,651
7 8
9
10 11