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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
-4.75%
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
$2.47B
AUM Growth
-$478M
Cap. Flow
-$383M
Cap. Flow %
-15.5%
Top 10 Hldgs %
23.37%
Holding
1,473
New
473
Increased
220
Reduced
211
Closed
521

Sector Composition

Rank Sector Weight
1 Healthcare 1.48%
2 Technology 1.01%
3 Consumer Staples 0.59%
4 Energy 0.57%
5 Materials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AAXJ icon
1
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.65B
$90.4M 3.65%
1,064,009
-287,832
-21% -$25.5M
EWT icon
2
iShares MSCI Taiwan ETF
EWT
$10B
$75.5M 3.05%
1,217,125
+1,079,240
+783% +$68.8M
ASHR icon
3
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.35B
$63.9M 2.58%
1,676,696
+230,911
+16% +$8.91M
XSOE icon
4
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.03B
$61.3M 2.48%
1,643,365
+1,469,401
+845% +$57.6M
KWEB icon
5
KraneShares CSI China Internet ETF
KWEB
$5.2B
$58.8M 2.37%
+1,241,853
New +$65.2M
EWY icon
6
iShares MSCI South Korea ETF
EWY
$21.7B
$51.9M 2.1%
643,199
+262,308
+69% +$22.8M
SPEM icon
7
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$45.7M 1.85%
1,074,737
+766,239
+248% +$33.3M
VXUS icon
8
Vanguard Total International Stock ETF
VXUS
$153B
$45.5M 1.84%
+719,566
New +$47M
VCSH icon
9
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$41.2M 1.67%
+500,337
New +$41.3M
SCHE icon
10
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$39.8M 1.61%
1,304,419
+1,221,809
+1,479% +$38.2M
SCZ icon
11
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$33.9M 1.37%
455,479
-51,928
-10% -$3.95M
EWH icon
12
iShares MSCI Hong Kong ETF
EWH
$1.22B
$33.8M 1.36%
1,408,567
-980,061
-41% -$25.2M
GXC icon
13
State Street SPDR S&P China ETF
GXC
$445M
$32.8M 1.33%
297,171
+272,002
+1,081% +$31.9M
EWU icon
14
iShares MSCI United Kingdom ETF
EWU
$4.04B
$32.3M 1.31%
1,001,436
+479,831
+92% +$15.8M
GDX icon
15
VanEck Gold Miners ETF
GDX
$23B
$29.3M 1.19%
+995,211
New +$32.4M
EMQQ icon
16
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$258M
$26.9M 1.09%
542,583
+456,438
+530% +$24.5M
GMF icon
17
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$419M
$20.5M 0.83%
165,128
+48,765
+42% +$6.2M
DEM icon
18
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.88B
$19.9M 0.8%
455,866
+386,292
+555% +$17.3M
INDA icon
19
iShares MSCI India ETF
INDA
$6.71B
$18.7M 0.76%
384,711
+204,138
+113% +$9.52M
AIA icon
20
iShares Asia 50 ETF
AIA
$4.52B
$17.4M 0.7%
222,840
+36,878
+20% +$3.08M
VT icon
21
Vanguard Total World Stock ETF
VT
$76.3B
$17.3M 0.7%
+169,708
New +$17.8M
SPIB icon
22
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$16.8M 0.68%
459,328
+379,660
+477% +$14M
IEF icon
23
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$16.7M 0.67%
144,640
+83,523
+137% +$9.77M
LQD icon
24
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$16.2M 0.66%
+121,882
New +$16.5M
IPAC icon
25
iShares Core MSCI Pacific ETF
IPAC
$2.6B
$15.4M 0.62%
230,156
+945
+0.4% +$63.5K

Similar funds

Old Mission Capital's Q3 2021 Portfolio in Review

As of Q3 2021, Old Mission Capital held 1,473 positions worth $2.47B, down 16% from $2.95B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

Old Mission Capital withdrew a net $383M in Q3 2021, closing 521 positions and reducing 211 holdings. Its most notable exit was iShares MSCI Emerging Markets ETF, an estimated $472M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 1.5% of assets, down from 3.6% a quarter earlier, followed by Technology and Consumer Staples.

Against the trend, Old Mission Capital opened a new position in KraneShares CSI China Internet ETF worth $58.8M.

  • Old Mission Capital's largest Q3 2021 buy was KraneShares CSI China Internet ETF: 1,241,853 shares worth $58.8M.
  • Old Mission Capital added most to iShares MSCI Taiwan ETF in Q3 2021, an estimated $68.8M increase.
  • Old Mission Capital's biggest Q3 2021 reduction was Fidelity Nasdaq Composite Index ETF, cutting an estimated $31.2M.
  • Old Mission Capital fully exited iShares MSCI Emerging Markets ETF in Q3 2021, selling an estimated $472M.
  • Old Mission Capital's ten largest holdings make up 23% of its $2.47B portfolio in Q3 2021.
  • Old Mission Capital opened 473 new positions and closed 521 in Q3 2021.
  • Old Mission Capital's portfolio value fell 16% quarter-over-quarter to $2.47B.

Based on Old Mission Capital's 13F filing for Q3 2021, filed 12 Nov 2021.