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
451
$175K 0.04%
5,800
452
$175K 0.04%
2,200
453
$174K 0.04%
2,000
-3,600
454
$174K 0.04%
3,200
455
$174K 0.04%
3,400
456
$173K 0.04%
5,100
457
$172K 0.04%
3,181
458
$171K 0.04%
2,293
459
$171K 0.04%
13,429
460
$170K 0.04%
7,400
461
$169K 0.04%
7,100
462
$168K 0.04%
1,100
463
$168K 0.04%
2,300
464
$168K 0.04%
9,800
465
$167K 0.04%
2,800
466
$165K 0.04%
6,100
-8,500
467
$165K 0.04%
4,100
468
$164K 0.04%
3,500
469
$164K 0.04%
8,100
470
$163K 0.04%
5,000
471
$163K 0.04%
132
472
$162K 0.04%
4,166
473
$162K 0.04%
4,900
474
$161K 0.04%
8,400
475
$160K 0.04%
15,600
17 18
19
20 21