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
$515M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$6.32M
3
+$6.16M
4
CB icon
Chubb
CB
+$4.59M
5
AAPL icon
Apple
AAPL
+$4.33M

Top Sells

1
+$1.11M
2
+$943K
3
+$416K
4
PPL icon
PPL Corp
PPL
+$290K
5
YHOO
Yahoo Inc
YHOO
+$273K

Sector Composition

1 Financials 17.99%
2 Industrials 16.44%
3 Materials 9.76%
4 Technology 6.2%
5 Healthcare 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$75.1M 14.59%
738,399
+45,162
2
$72.6M 14.1%
770,000
3
$50M 9.71%
242,702
+14,620
4
$41.6M 8.09%
328,845
+341
5
$39.4M 7.66%
190,270
+1,806
6
$22.3M 4.34%
1,103,967
+304,309
7
$22.1M 4.29%
704,620
+138,240
8
$18.3M 3.56%
240,231
+82,966
9
$8.35M 1.62%
628,801
+605,258
10
$7.25M 1.41%
140,694
+2,731
11
$7.12M 1.38%
57,054
+5,037
12
$5.04M 0.98%
61,439
13
$4.96M 0.96%
42,887
+14,134
14
$4.79M 0.93%
75,479
+5,177
15
$4.75M 0.92%
104,184
-309
16
$4.65M 0.9%
109,232
+120
17
$3.99M 0.78%
135,519
-9,847
18
$3.92M 0.76%
39,613
+102
19
$3.09M 0.6%
59,362
+5
20
$3.06M 0.6%
46,633
+106
21
$2.92M 0.57%
35,125
-94
22
$2.9M 0.56%
29,762
+549
23
$2.66M 0.52%
22,899
+27
24
$2.12M 0.41%
79,900
-41,693
25
$1.98M 0.38%
23,091
-5
1
2 3 4 5