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
376
$224K 0.06%
4,000
-5,200
377
$224K 0.06%
1,800
378
$224K 0.06%
15,484
379
$222K 0.06%
5,883
380
$221K 0.06%
2,600
-1,800
381
$218K 0.05%
3,600
382
$218K 0.05%
3,200
383
$218K 0.05%
2,800
384
$216K 0.05%
2,500
385
$216K 0.05%
2,585
386
$215K 0.05%
400
387
$215K 0.05%
2,700
388
$214K 0.05%
2,900
389
$214K 0.05%
2,100
390
$213K 0.05%
3,900
391
$213K 0.05%
1,382
392
$213K 0.05%
1,500
393
$212K 0.05%
2,700
394
$209K 0.05%
2,700
395
$208K 0.05%
6,100
396
$207K 0.05%
5,173
397
$206K 0.05%
4,600
398
$206K 0.05%
30,400
399
$206K 0.05%
1,100
400
$204K 0.05%
5,200
14 15
16
17 18