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
376
$178K 0.05%
+7,900
377
$178K 0.05%
+3,550
378
$177K 0.05%
+4,119
379
$176K 0.05%
+5,000
380
$176K 0.05%
+2,400
381
$175K 0.05%
+10,000
382
$174K 0.05%
+2,400
383
$174K 0.05%
+2,900
384
$173K 0.05%
+492,000
385
$173K 0.05%
+3,600
386
$173K 0.05%
+44,000
387
$172K 0.05%
+4,200
388
$172K 0.05%
+4,100
389
$171K 0.05%
+3,282
390
$171K 0.05%
+2,293
391
$171K 0.05%
+2,800
392
$171K 0.05%
+2,700
393
$170K 0.05%
+1,900
394
$170K 0.05%
+3,600
395
$170K 0.05%
+2,793
396
$169K 0.05%
+400
397
$169K 0.05%
+2,800
398
$169K 0.05%
+1,100
399
$169K 0.05%
+5,200
400
$169K 0.05%
+2,500
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