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
$648M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
830
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$1.93M
3 +$1.53M
4
XOM icon
Exxon Mobil
XOM
+$1.52M
5
VZ icon
Verizon
VZ
+$1.51M

Top Sells

1 +$1.01M
2 +$549K
3 +$542K
4
BAC icon
Bank of America
BAC
+$473K
5
DVN icon
Devon Energy
DVN
+$464K

Sector Composition

1 Financials 19.03%
2 Technology 13.25%
3 Healthcare 11.75%
4 Energy 10.06%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$571K 0.09%
11,112
-6,688
277
$569K 0.09%
9,602
+2,102
278
$568K 0.09%
6,565
+1,665
279
$567K 0.09%
30,400
+7,900
280
$566K 0.09%
6,673
+873
281
$564K 0.09%
18,400
282
$560K 0.09%
31,513
-9,387
283
$559K 0.09%
13,000
284
$558K 0.09%
2,700
+300
285
$556K 0.09%
8,567
+2,129
286
$556K 0.09%
9,718
+2,418
287
$552K 0.09%
28,367
+3,890
288
$552K 0.09%
10,616
+2,000
289
$549K 0.08%
7,333
+2,333
290
$549K 0.08%
7,916
+1,116
291
$543K 0.08%
9,800
292
$543K 0.08%
13,136
+5,236
293
$543K 0.08%
5,591
+791
294
$536K 0.08%
15,400
+6,600
295
$535K 0.08%
2,300
+300
296
$535K 0.08%
6,600
+2,200
297
$533K 0.08%
10,267
+1,367
298
$524K 0.08%
25,729
+6,929
299
$520K 0.08%
8,342
+1,196
300
$519K 0.08%
45,960
+5,260