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OMC

Old Mission Capital Portfolio holdings

AUM $6.3B
1-Year Est. Return 14.68%
This Fund
S&P 500
This Quarter Est. Return
+9.9%
1 Year Est. Return
+14.68%
3 Year Est. Return
+35.36%
5 Year Est. Return
+18.95%
10 Year Est. Return
+92.29%
AUM
$598M
AUM Growth
-$381M
Cap. Flow
-$434M
Cap. Flow %
-72.51%
Top 10 Hldgs %
41.89%
Holding
391
New
103
Increased
36
Reduced
56
Closed
193

Sector Composition

Rank Sector Weight
1 Communication Services 7.37%
2 Healthcare 5.04%
3 Energy 3.77%
4 Financials 3.69%
5 Consumer Staples 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LQD icon
1
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$40.5M 6.77%
+340,189
New +$39.4M
VOD icon
2
Vodafone
VOD
$34.9B
$39.9M 6.68%
2,196,714
-901,457
-29% -$16.7M
EWH icon
3
iShares MSCI Hong Kong ETF
EWH
$1.22B
$38.3M 6.4%
1,461,319
+1,102,245
+307% +$27.4M
GDX icon
4
VanEck Gold Miners ETF
GDX
$23B
$27.2M 4.54%
+1,211,589
New +$26.6M
AAXJ icon
5
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.65B
$19.4M 3.25%
+275,023
New +$18.8M
EZA icon
6
iShares MSCI South Africa ETF
EZA
$525M
$18.3M 3.05%
348,941
+305,617
+705% +$16.4M
IWM icon
7
iShares Russell 2000 ETF
IWM
$80.9B
$17.9M 3%
117,208
+88,571
+309% +$13.3M
SPY icon
8
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$17.7M 2.96%
62,671
+42,456
+210% +$11.5M
VT icon
9
Vanguard Total World Stock ETF
VT
$76.3B
$16.6M 2.78%
+226,988
New +$16.1M
BTI icon
10
British American Tobacco
BTI
$132B
$14.7M 2.45%
351,626
-165,850
-32% -$6.03M
EWT icon
11
iShares MSCI Taiwan ETF
EWT
$10B
$13.7M 2.29%
396,199
-491,292
-55% -$16.2M
NVS icon
12
Novartis
NVS
$295B
$12.8M 2.13%
+148,075
New +$11.9M
VGK icon
13
Vanguard FTSE Europe ETF
VGK
$30B
$12.3M 2.05%
228,953
-699,077
-75% -$36.5M
EFA icon
14
iShares MSCI EAFE ETF
EFA
$76.4B
$11.6M 1.93%
+178,321
New +$11.2M
TLT icon
15
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$10.7M 1.78%
+84,300
New +$10.3M
RDS.A
16
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$9.86M 1.65%
157,465
+106,125
+207% +$6.56M
SPIB icon
17
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$8.49M 1.42%
248,377
+168,535
+211% +$5.66M
INDA icon
18
iShares MSCI India ETF
INDA
$6.71B
$8.02M 1.34%
227,395
-66,090
-23% -$2.2M
LYG icon
19
Lloyds Banking Group
LYG
$87.4B
$7.86M 1.31%
2,447,408
-1,511,490
-38% -$4.62M
MFGP
20
DELISTED
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
$7.22M 1.21%
231,327
-284,833
-55% -$7.57M
BHP icon
21
BHP
BHP
$213B
$6.77M 1.13%
+138,804
New +$6.33M
FXI icon
22
iShares China Large-Cap ETF
FXI
$4.31B
$6.62M 1.11%
149,473
-2,140,216
-93% -$91.3M
JPST icon
23
JPMorgan Ultra-Short Income ETF
JPST
$40B
$6.39M 1.07%
+126,974
New +$6.38M
PTR
24
DELISTED
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
$6.08M 1.02%
93,006
+51,242
+123% +$3.32M
TAK icon
25
Takeda Pharmaceutical
TAK
$55.1B
$6.02M 1.01%
+295,733
New +$5.95M

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Old Mission Capital's Q1 2019 Portfolio in Review

As of Q1 2019, Old Mission Capital held 391 positions worth $598M, down 39% from $979M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Old Mission Capital withdrew a net $434M in Q1 2019, closing 193 positions and reducing 56 holdings. Its most notable exit was Vanguard FTSE Developed Markets ETF, an estimated $36.3M position sold in full.

By sector, the portfolio is most concentrated in Communication Services at 7.4% of assets, down from 7.6% a quarter earlier, followed by Healthcare and Energy.

Against the trend, Old Mission Capital opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF worth $40.5M.

  • Old Mission Capital's largest Q1 2019 buy was iShares iBoxx $ Investment Grade Corporate Bond ETF: 340,189 shares worth $40.5M.
  • Old Mission Capital added most to iShares MSCI Hong Kong ETF in Q1 2019, an estimated $27.4M increase.
  • Old Mission Capital's biggest Q1 2019 reduction was iShares China Large-Cap ETF, cutting an estimated $91.3M.
  • Old Mission Capital fully exited Vanguard FTSE Developed Markets ETF in Q1 2019, selling an estimated $36.3M.
  • Old Mission Capital's ten largest holdings make up 42% of its $598M portfolio in Q1 2019.
  • Old Mission Capital opened 103 new positions and closed 193 in Q1 2019.
  • Old Mission Capital's portfolio value fell 39% quarter-over-quarter to $598M.

Based on Old Mission Capital's 13F filing for Q1 2019, filed 14 May 2019.