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
301
$518K 0.08%
38,759
-21,541
302
$517K 0.08%
66,110
+23,430
303
$513K 0.08%
11,474
+3,174
304
$512K 0.08%
7,464
+1,064
305
$507K 0.08%
4,770
+670
306
$507K 0.08%
12,079
+2,900
307
$505K 0.08%
18,300
308
$504K 0.08%
11,350
309
$501K 0.08%
4,855
310
$493K 0.08%
16,900
311
$492K 0.08%
+4,086
312
$489K 0.08%
9,050
+1,200
313
$485K 0.07%
1,700
314
$483K 0.07%
9,906
+2,906
315
$483K 0.07%
2,980
+1,380
316
$482K 0.07%
14,170
+2,170
317
$482K 0.07%
15,200
+2,100
318
$480K 0.07%
39,900
319
$479K 0.07%
8,385
+1,385
320
$479K 0.07%
7,667
+1,267
321
$477K 0.07%
5,900
322
$475K 0.07%
4,300
+600
323
$471K 0.07%
13,500
+4,200
324
$468K 0.07%
2,713
+413
325
$464K 0.07%
15,856
+4,356