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
276
$321K 0.08%
10,414
277
$320K 0.08%
7,048
278
$319K 0.08%
4,400
279
$317K 0.08%
6,500
280
$313K 0.08%
7,100
281
$312K 0.08%
26,800
+18,100
282
$311K 0.08%
7,100
283
$310K 0.08%
12,102
284
$309K 0.08%
4,700
285
$309K 0.08%
15,818
286
$306K 0.08%
16,900
287
$302K 0.08%
5,564
288
$301K 0.08%
12,700
289
$298K 0.07%
2,000
290
$298K 0.07%
8,300
-6,500
291
$296K 0.07%
6,200
292
$295K 0.07%
6,600
293
$294K 0.07%
17,100
+12,300
294
$294K 0.07%
9,700
295
$292K 0.07%
2,700
296
$292K 0.07%
+8,749
297
$292K 0.07%
5,400
+900
298
$292K 0.07%
4,700
299
$290K 0.07%
5,000
+3,000
300
$290K 0.07%
6,800
10 11
12
13 14