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
451
$148K 0.04%
+2,900
452
$148K 0.04%
+1,100
453
$147K 0.04%
+6,900
454
$147K 0.04%
+3,200
455
$147K 0.04%
+3,200
456
$146K 0.04%
+12,800
457
$146K 0.04%
+7,600
458
$146K 0.04%
+2,700
459
$146K 0.04%
+2,400
460
$146K 0.04%
+19,500
461
$145K 0.04%
+4,753
462
$145K 0.04%
+7,800
463
$145K 0.04%
+3,400
464
$144K 0.04%
+8,400
465
$144K 0.04%
+1,400
466
$143K 0.04%
+5,000
467
$143K 0.04%
+2,100
468
$142K 0.04%
+5,100
469
$141K 0.04%
+1,100
470
$141K 0.04%
+6,100
471
$141K 0.04%
+11,100
472
$140K 0.04%
+2,600
473
$140K 0.04%
+9,000
474
$140K 0.04%
+2,200
475
$139K 0.04%
+6,192
17 18
19
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