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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
+1.62%
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
$796M
AUM Growth
+$198M
Cap. Flow
+$190M
Cap. Flow %
23.89%
Top 10 Hldgs %
44.89%
Holding
366
New
169
Increased
48
Reduced
41
Closed
107

Sector Composition

Rank Sector Weight
1 Healthcare 6.95%
2 Energy 5.14%
3 Technology 3.29%
4 Communication Services 3.25%
5 Consumer Staples 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AGG icon
1
iShares Core US Aggregate Bond ETF
AGG
$138B
$121M 15.17%
+1,084,595
New +$119M
IEFA icon
2
iShares Core MSCI EAFE ETF
IEFA
$186B
$42.7M 5.37%
+695,803
New +$42.6M
EFA icon
3
iShares MSCI EAFE ETF
EFA
$76.4B
$40.5M 5.09%
616,150
+437,829
+246% +$28.7M
GDX icon
4
VanEck Gold Miners ETF
GDX
$23B
$39.2M 4.92%
1,534,028
+322,439
+27% +$7.1M
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$36.5M 4.58%
124,587
+61,916
+99% +$17.8M
VOD icon
6
Vodafone
VOD
$34.9B
$20.3M 2.55%
1,241,152
-955,562
-43% -$16.4M
EWH icon
7
iShares MSCI Hong Kong ETF
EWH
$1.22B
$18M 2.26%
696,342
-764,977
-52% -$19.8M
IEF icon
8
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$14.2M 1.78%
+128,907
New +$13.8M
NVS icon
9
Novartis
NVS
$295B
$13.8M 1.74%
151,341
+3,266
+2% +$276K
GSK icon
10
GSK
GSK
$103B
$11.5M 1.44%
229,096
+188,319
+462% +$9.45M
SNY icon
11
Sanofi
SNY
$104B
$10.8M 1.36%
+250,275
New +$10.6M
TLT icon
12
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$9.78M 1.23%
73,600
-10,700
-13% -$1.36M
IWF icon
13
iShares Russell 1000 Growth ETF
IWF
$122B
$9.74M 1.22%
+247,712
New +$9.59M
MFGP
14
DELISTED
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
$9.59M 1.2%
365,975
+134,648
+58% +$3.56M
EWT icon
15
iShares MSCI Taiwan ETF
EWT
$10B
$9.19M 1.15%
262,838
-133,361
-34% -$4.61M
EMB icon
16
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$8.39M 1.05%
+74,067
New +$8.16M
TTE icon
17
TotalEnergies
TTE
$193B
$8.33M 1.05%
+149,369
New +$8.15M
TS icon
18
Tenaris
TS
$29.1B
$8.29M 1.04%
+315,073
New +$8.42M
BLV icon
19
Vanguard Long-Term Bond ETF
BLV
$5.75B
$7.98M 1%
+82,207
New +$7.63M
SNP
20
DELISTED
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
$7.97M 1%
116,886
+62,499
+115% +$4.55M
BBL
21
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
$7.76M 0.97%
151,793
+51,728
+52% +$2.47M
BP icon
22
BP
BP
$113B
$7.59M 0.95%
+185,005
New +$7.76M
FTSL icon
23
First Trust Senior Loan Fund ETF
FTSL
$2.31B
$7.46M 0.94%
158,264
+153,077
+2,951% +$7.28M
EPP icon
24
iShares MSCI Pacific ex Japan ETF
EPP
$2.18B
$7.45M 0.94%
+157,678
New +$7.3M
FXI icon
25
iShares China Large-Cap ETF
FXI
$4.31B
$7.26M 0.91%
169,741
+20,268
+14% +$866K

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Old Mission Capital's Q2 2019 Portfolio in Review

As of Q2 2019, Old Mission Capital held 366 positions worth $796M, up 33% from $598M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Old Mission Capital deployed $190M of net new capital in Q2 2019, opening 169 new positions and adding to 48 existing holdings. Its largest new stake was iShares Core US Aggregate Bond ETF: 1,084,595 shares worth $121M.

By sector, the portfolio is most concentrated in Healthcare at 6.9% of assets, up from 5% a quarter earlier, followed by Energy and Technology.

On the sell side, the largest reduction was iShares MSCI Hong Kong ETF, an estimated $19.8M trimmed.

  • Old Mission Capital's largest Q2 2019 buy was iShares Core US Aggregate Bond ETF: 1,084,595 shares worth $121M.
  • Old Mission Capital added most to iShares MSCI EAFE ETF in Q2 2019, an estimated $28.7M increase.
  • Old Mission Capital's biggest Q2 2019 reduction was iShares MSCI Hong Kong ETF, cutting an estimated $19.8M.
  • Old Mission Capital fully exited iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019, selling an estimated $40.5M.
  • Old Mission Capital's ten largest holdings make up 45% of its $796M portfolio in Q2 2019.
  • Old Mission Capital opened 169 new positions and closed 107 in Q2 2019.
  • Old Mission Capital's portfolio value rose 33% quarter-over-quarter to $796M.

Based on Old Mission Capital's 13F filing for Q2 2019, filed 14 Aug 2019.