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Latest MYCIO WEALTH PARTNERS, LLC Stock Portfolio

MYCIO WEALTH PARTNERS, LLC Performance:
2026 Q1: 1.9%YTD: 1.9%2025: 13.55%
Performance for 2026 Q1 is 1.9%, and YTD is 1.9%, and 2025 is 13.55%.

About MYCIO WEALTH PARTNERS, LLC and 13F Hedge Fund Stock Holdings

MYCIO WEALTH PARTNERS, LLC is a hedge fund based in Philadelphia, PA. On 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, MYCIO WEALTH PARTNERS, LLC reported an equity portfolio of $501.7 Millions as of 31 Mar, 2026.

The top stock holdings of MYCIO WEALTH PARTNERS, LLC are CB, IBCE, IJR. The fund has invested 61.7% of it's portfolio in CHUBB LTD SWITZ and 4.4% of portfolio in ISHARES TR.

They significantly reduced their stock positions in CHUBB LTD SWITZ (CB) and ALPHABET INC (GOOG). MYCIO WEALTH PARTNERS, LLC opened new stock positions in INVESCO CURRENCYSHARES EURO (FXE). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), KKR & CO INC (KKR) and VANGUARD INDEX FDS (VB).

MYCIO WEALTH PARTNERS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that MYCIO WEALTH PARTNERS, LLC made a return of 1.9% in the last quarter. In trailing 12 months, it's portfolio return was 10.11%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
invesco currencyshares euro9,469,700
New stocks bought by MYCIO WEALTH PARTNERS, LLC

Additions

Ticker% Inc.
vanguard scottsdale fds553
kkr & co inc202
vanguard index fds173
vanguard bd index fds25.17
vanguard tax-managed fds9.32
ishares tr8.5
proshares tr7.99
ishares tr7.67
Additions to existing portfolio by MYCIO WEALTH PARTNERS, LLC

Reductions

Ticker% Reduced
chubb ltd switz-3.27
alphabet inc-1.35
alphabet inc-0.96
MYCIO WEALTH PARTNERS, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by MYCIO WEALTH PARTNERS, LLC

Sector Distribution

MYCIO WEALTH PARTNERS, LLC has about 63.3% of it's holdings in Financial Services sector.

Sector%
Financial Services63.3
Others30.7
Technology3.3
Real Estate1.1

Market Cap. Distribution

MYCIO WEALTH PARTNERS, LLC has about 68.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP64.5
UNALLOCATED30.7
MEGA-CAP3.7
MID-CAP1.1

Stocks belong to which Index?

About 67.8% of the stocks held by MYCIO WEALTH PARTNERS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50066.7
Others32.2
RUSSELL 20001.1
Top 5 Winners (%)%
LMT
lockheed martin corp
25.0 %
APD
air products and chemicals i
17.6 %
IJR
ishares tr
14.3 %
PPL
ppl corp
9.1 %
BNL
broadstone net lease inc
5.1 %
Top 5 Winners ($)$
CB
chubb ltd switz
13.3 M
LMT
lockheed martin corp
0.6 M
APD
air products and chemicals i
0.3 M
BNL
broadstone net lease inc
0.3 M
IBCE
ishares tr
0.3 M
Top 5 Losers (%)%
MSFT
microsoft corp
-23.3 %
KKR
kkr & co inc
-20.1 %
IJR
ishares tr
-9.9 %
BNDW
vanguard scottsdale fds
-9.9 %
GOOG
alphabet inc
-8.5 %
Top 5 Losers ($)$
KKR
kkr & co inc
-1.9 M
AAPL
apple inc
-1.1 M
IJR
ishares tr
-1.0 M
SPY
state str spdr s&p 500 etf t
-0.9 M
IJR
ishares tr
-0.8 M

MYCIO WEALTH PARTNERS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MYCIO WEALTH PARTNERS, LLC

MYCIO WEALTH PARTNERS, LLC has 49 stocks in it's portfolio. About 87.4% of the portfolio is in top 10 stocks. KKR proved to be the most loss making stock for the portfolio. CB was the most profitable stock for MYCIO WEALTH PARTNERS, LLC last quarter.

Last Reported on: 29 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions