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
$678M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
806
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$1.87M
3
+$1.72M
4
LNC icon
Lincoln National
LNC
+$581K
5
MCO icon
Moody's
MCO
+$560K

Top Sells

1
+$1.55M
2
+$1.33M
3
+$996K
4
DHR icon
Danaher
DHR
+$979K
5
SPG icon
Simon Property Group
SPG
+$971K

Sector Composition

1 Financials 19.7%
2 Technology 13.09%
3 Healthcare 11.91%
4 Industrials 9.38%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$347K 0.05%
11,900
402
$347K 0.05%
21,000
403
$346K 0.05%
7,700
+1,800
404
$345K 0.05%
10,388
405
$343K 0.05%
5,000
406
$342K 0.05%
+19,954
407
$340K 0.05%
4,303
408
$340K 0.05%
9,885
409
$338K 0.05%
45,960
410
$338K 0.05%
3,641
411
$338K 0.05%
3,900
+3,000
412
$337K 0.05%
4,300
413
$337K 0.05%
5,965
414
$337K 0.05%
7,538
415
$336K 0.05%
5,231
416
$334K 0.05%
8,467
417
$330K 0.05%
6,100
418
$330K 0.05%
7,006
419
$328K 0.05%
5,727
420
$326K 0.05%
5,371
421
$325K 0.05%
8,400
422
$324K 0.05%
9,500
423
$322K 0.05%
2,400
424
$321K 0.05%
3,100
425
$320K 0.05%
5,733
15 16
17
18 19