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
326
$207K 0.06%
+5,000
327
$206K 0.06%
+4,100
328
$206K 0.06%
+4,600
329
$206K 0.06%
+4,800
330
$206K 0.06%
+4,000
331
$203K 0.06%
+3,700
332
$203K 0.06%
+7,900
333
$203K 0.06%
+900
334
$202K 0.06%
+5,072
335
$202K 0.06%
+5,883
336
$202K 0.06%
+2,781
337
$202K 0.06%
+3,800
338
$200K 0.06%
+4,700
339
$199K 0.06%
+3,280
340
$198K 0.06%
+8,184
341
$198K 0.06%
+9,900
342
$197K 0.06%
+15,300
343
$197K 0.06%
+2,200
344
$197K 0.06%
+6,800
345
$197K 0.06%
+2,300
346
$197K 0.06%
+4,500
347
$196K 0.06%
+2,300
348
$196K 0.06%
+3,200
349
$194K 0.06%
+5,630
350
$194K 0.06%
+6,600
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