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
$345M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,658
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$7.14M
3
+$5.11M
4
BAC icon
Bank of America
BAC
+$4.83M
5
GE icon
GE Aerospace
GE
+$4.69M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.89%
2 Energy 12.49%
3 Industrials 9.36%
4 Healthcare 9.01%
5 Technology 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$257K 0.07%
+2,300
277
$256K 0.07%
+16,100
278
$252K 0.07%
+2,200
279
$251K 0.07%
+5,522
280
$249K 0.07%
+30,498
281
$248K 0.07%
+6,800
282
$248K 0.07%
+8,804
283
$247K 0.07%
+2,919
284
$245K 0.07%
+7,700
285
$244K 0.07%
+258
286
$242K 0.07%
+6,200
287
$242K 0.07%
+18,924
288
$242K 0.07%
+5,250
289
$241K 0.07%
+2,800
290
$241K 0.07%
+21,100
291
$240K 0.07%
+6,000
292
$239K 0.07%
+6,171
293
$236K 0.07%
+10,200
294
$235K 0.07%
+22,500
295
$234K 0.07%
+3,500
296
$234K 0.07%
+6,200
297
$234K 0.07%
+3,900
298
$231K 0.07%
+3,834
299
$230K 0.07%
+3,900
300
$230K 0.07%
+25,100
10 11
12
13 14