Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MYCIO WEALTH PARTNERS LLC 01-30-2024 12-31-2023 47 356,005,498
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
CHUBB LIMITED COM 1 $214,946,792 951,092 0.06 0.06 -27,458 -2.81 12-31-2023
ISHARES TR CORE MSCI EAFE 2 $15,449,898 219,615 0.00 0.00 2,270 1.04 12-31-2023
APPLE INC COM 3 $12,691,001 65,917 0.00 0.00 -4,180 -5.96 12-31-2023
ISHARES TR CORE S&P500 ETF 4 $12,238,564 25,624 0.00 0.00 2,152 9.17 12-31-2023
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