OMCS

Old Mutual Customised Solutions Portfolio holdings

AUM $1B
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$399M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$904K
3
+$780K
4
PM icon
Philip Morris
PM
+$753K
5
IBM icon
IBM
IBM
+$751K

Top Sells

1
+$2.08M
2
+$950K
3
+$704K
4
HPQ icon
HP
HPQ
+$696K
5
MCK icon
McKesson
MCK
+$636K

Sector Composition

1 Financials 18.81%
2 Energy 14.05%
3 Healthcare 8.85%
4 Industrials 8.82%
5 Technology 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$359K 0.09%
74
252
$358K 0.09%
2,900
-5,700
253
$358K 0.09%
9,000
-12,400
254
$356K 0.09%
6,770
255
$356K 0.09%
14,700
256
$350K 0.09%
7,000
+3,600
257
$349K 0.09%
5,523
258
$348K 0.09%
4,700
+500
259
$348K 0.09%
7,900
260
$346K 0.09%
292
261
$344K 0.09%
5,000
262
$342K 0.09%
3,500
+1,900
263
$341K 0.09%
23,900
264
$341K 0.09%
27,100
+13,500
265
$336K 0.08%
13,000
+8,100
266
$335K 0.08%
6,800
267
$330K 0.08%
4,133
268
$329K 0.08%
2,200
269
$328K 0.08%
4,300
270
$326K 0.08%
9,300
+6,600
271
$326K 0.08%
12,200
272
$324K 0.08%
3,841
+2,444
273
$322K 0.08%
6,000
274
$322K 0.08%
5,522
275
$321K 0.08%
2,919
9 10
11
12 13