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
426
$158K 0.05%
+7,373
427
$158K 0.05%
+1,063
428
$158K 0.05%
+3,912
429
$158K 0.05%
+23,700
430
$157K 0.05%
+18,465
431
$157K 0.05%
+2,975
432
$156K 0.05%
+2,200
433
$156K 0.05%
+3,300
434
$155K 0.04%
+2,700
435
$155K 0.04%
+5,000
436
$155K 0.04%
+7,000
437
$155K 0.04%
+17,613
438
$154K 0.04%
+4,000
439
$153K 0.04%
+38,285
440
$153K 0.04%
+2,600
441
$153K 0.04%
+10,000
442
$152K 0.04%
+2,700
443
$151K 0.04%
+36,900
444
$151K 0.04%
+4,500
445
$151K 0.04%
+12,900
446
$151K 0.04%
+1,900
447
$151K 0.04%
+4,100
448
$150K 0.04%
+4,913
449
$149K 0.04%
+3,800
450
$149K 0.04%
+1,500
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