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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
+4.42%
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
$1.27B
AUM Growth
-$126M
Cap. Flow
-$168M
Cap. Flow %
-13.28%
Top 10 Hldgs %
30.35%
Holding
705
New
237
Increased
95
Reduced
82
Closed
289

Sector Composition

Rank Sector Weight
1 Healthcare 6.93%
2 Consumer Staples 3.65%
3 Consumer Discretionary 3.19%
4 Technology 2.38%
5 Financials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IEMG icon
1
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$107M 8.42%
2,023,364
-3,618,533
-64% -$190M
FXI icon
2
iShares China Large-Cap ETF
FXI
$4.31B
$72.3M 5.7%
1,722,213
+1,447,938
+528% +$62.2M
EFA icon
3
iShares MSCI EAFE ETF
EFA
$76.4B
$49.2M 3.88%
+772,410
New +$49.4M
EZU icon
4
iShare MSCI Eurozone ETF
EZU
$9.41B
$33.3M 2.63%
879,297
+799,370
+1,000% +$31M
NVS icon
5
Novartis
NVS
$295B
$32M 2.52%
367,985
+169,219
+85% +$14.7M
IWD icon
6
iShares Russell 1000 Value ETF
IWD
$82B
$20.3M 1.6%
171,630
+116,552
+212% +$13.8M
UN
7
DELISTED
Unilever NV New York Registry Shares
UN
$20.2M 1.6%
335,089
+149,466
+81% +$8.66M
MCHI icon
8
iShares MSCI China ETF
MCHI
$6.04B
$18.1M 1.43%
244,708
+57,723
+31% +$4.23M
BTI icon
9
British American Tobacco
BTI
$132B
$16.4M 1.29%
+454,101
New +$15.9M
LKFT
10
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.82B
$16.1M 1.27%
113,719
+84,569
+290% +$14.1M
EMB icon
11
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$15.6M 1.23%
+140,551
New +$15.8M
BBL
12
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
$15M 1.18%
350,697
+130,547
+59% +$5.83M
EEMV icon
13
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.45B
$13.3M 1.05%
241,909
+232,331
+2,426% +$12.8M
AGG icon
14
iShares Core US Aggregate Bond ETF
AGG
$138B
$13M 1.02%
+109,738
New +$13M
DBA icon
15
Invesco DB Agriculture Fund
DBA
$1.26B
$12.8M 1.01%
865,777
+725,283
+516% +$10.3M
RIO icon
16
Rio Tinto
RIO
$148B
$12.6M 0.99%
208,716
-226,366
-52% -$13.9M
SPMB icon
17
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.96B
$11.3M 0.89%
422,316
+242,997
+136% +$6.49M
MBB icon
18
iShares MBS ETF
MBB
$39B
$11M 0.87%
+99,750
New +$11M
PDBC icon
19
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.81B
$10.7M 0.85%
+784,862
New +$10.7M
FEZ icon
20
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.28B
$10.7M 0.85%
+295,041
New +$11.1M
EWQ icon
21
iShares MSCI France ETF
EWQ
$324M
$10.5M 0.83%
+376,412
New +$10.8M
BABA icon
22
Alibaba
BABA
$269B
$10.1M 0.79%
34,254
-104,753
-75% -$27.6M
TLT icon
23
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$9.97M 0.79%
+61,071
New +$10.1M
EWI icon
24
iShares MSCI Italy ETF
EWI
$911M
$9.17M 0.72%
+376,218
New +$9.56M
IEF icon
25
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$9M 0.71%
+73,868
New +$9.01M

Similar funds

Old Mission Capital's Q3 2020 Portfolio in Review

As of Q3 2020, Old Mission Capital held 705 positions worth $1.27B, down 9% from $1.39B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Old Mission Capital withdrew a net $168M in Q3 2020, closing 289 positions and reducing 82 holdings. Its most notable exit was Vanguard FTSE Emerging Markets ETF, an estimated $128M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 6.9% of assets, down from 7.7% a quarter earlier, followed by Consumer Staples and Consumer Discretionary.

Against the trend, Old Mission Capital opened a new position in iShares MSCI EAFE ETF worth $49.2M.

  • Old Mission Capital's largest Q3 2020 buy was iShares MSCI EAFE ETF: 772,410 shares worth $49.2M.
  • Old Mission Capital added most to iShares China Large-Cap ETF in Q3 2020, an estimated $62.2M increase.
  • Old Mission Capital's biggest Q3 2020 reduction was iShares Core MSCI Emerging Markets ETF, cutting an estimated $190M.
  • Old Mission Capital fully exited Vanguard FTSE Emerging Markets ETF in Q3 2020, selling an estimated $128M.
  • Old Mission Capital's ten largest holdings make up 30% of its $1.27B portfolio in Q3 2020.
  • Old Mission Capital opened 237 new positions and closed 289 in Q3 2020.
  • Old Mission Capital's portfolio value fell 9% quarter-over-quarter to $1.27B.

Based on Old Mission Capital's 13F filing for Q3 2020, filed 16 Nov 2020.