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
301
$290K 0.07%
+6,500
302
$288K 0.07%
7,200
-700
303
$288K 0.07%
8,500
304
$288K 0.07%
5,700
305
$288K 0.07%
25,400
306
$287K 0.07%
8,600
307
$285K 0.07%
7,700
308
$285K 0.07%
9,500
309
$283K 0.07%
2,300
310
$283K 0.07%
4,200
+2,600
311
$283K 0.07%
5,800
+4,000
312
$280K 0.07%
56,500
+35,600
313
$279K 0.07%
2,300
314
$278K 0.07%
1,100
315
$277K 0.07%
3,900
316
$276K 0.07%
11,437
317
$276K 0.07%
2,700
318
$276K 0.07%
3,500
319
$276K 0.07%
10,000
320
$276K 0.07%
29
321
$275K 0.07%
5,300
322
$275K 0.07%
7,034
+875
323
$273K 0.07%
2,200
324
$272K 0.07%
2,300
325
$272K 0.07%
7,300
11 12
13
14 15