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
351
$192K 0.06%
+3,500
352
$191K 0.06%
+4,200
353
$191K 0.06%
+24,300
354
$191K 0.06%
+2,000
355
$191K 0.06%
+1,800
356
$190K 0.06%
+4,200
357
$190K 0.06%
+14,800
358
$189K 0.05%
+4,350
359
$189K 0.05%
+7,309
360
$187K 0.05%
+9,300
361
$186K 0.05%
+4,502
362
$186K 0.05%
+5,140
363
$186K 0.05%
+2,800
364
$185K 0.05%
+9,600
365
$185K 0.05%
+8,700
366
$185K 0.05%
+2,200
367
$183K 0.05%
+2,200
368
$183K 0.05%
+8,600
369
$183K 0.05%
+5,200
370
$183K 0.05%
+3,400
371
$183K 0.05%
+5,600
372
$181K 0.05%
+3,800
373
$180K 0.05%
+3,100
374
$179K 0.05%
+10,400
375
$178K 0.05%
+3,000
13 14
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