MYCIO WEALTH PARTNERS Overview

Mycio Wealth Partners Llc is an investment advisor that manages 7 BN dollars in regulatory AUM and has 35 employees, of which 28 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/06 to 09/30/16. The fund's latest filing disclosed 606MM in positions, representing 9% of the manager's regulatory AUM.

MYCIO WEALTH PARTNERS StockAlpha

-1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MYCIO WEALTH PARTNERS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CB 16.04% Financials 5.12% -2.08% 0 13%
SPY 10.35% ETF 3.84% 0% 0 29%
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FEATURED IN
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MYCIO WEALTH PARTNERS Founders and Key Employees

Name Title In Position Since
James J. Biles Member; Chief Compliance Officer (1/2007) March-2005
David E. Lees Managing Member March-2005
Paul J. Bracaglia Member September-2007

MYCIO WEALTH PARTNERS Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro

MYCIO WEALTH PARTNERS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. The Registrant may utilize the following methods of security analysis:
 Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
 Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)

The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
 Long Term Purchases (securities held at least a year)
 Short Term Purchases (securities sold within a year)
 Short Sales (contracted sale of borrowed securities with an obligation to make the lender whole)
 Margin Transactions (use of borrowed assets to purchase financial instruments)
 Options (contract for the purchase or sale of a security at a predetermined price during a specific period of tim...
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MYCIO WEALTH PARTNERS Portfolio Concentration

MYCIO WEALTH PARTNERS Location

CIRA CENTRE
2929 ARCH STREET, SUITE 650
PHILADELPHIA, Pennsylvania
UNITED STATES, 19104-7396

MYCIO WEALTH PARTNERS Contact Information

Phone Number: 267-295-2280
Fax Number: 267-295-2279
Website:

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