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
$545M
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$4.46M
3
+$3.14M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.1M
5
JPM icon
JPMorgan Chase
JPM
+$2.45M

Top Sells

1
+$5.16M
2
+$1.63M
3
+$246K
4
LLL
L3 Technologies, Inc.
LLL
+$211K
5
SBAC icon
SBA Communications
SBAC
+$202K

Sector Composition

1 Financials 20.12%
2 Technology 12.6%
3 Energy 11.14%
4 Healthcare 11.04%
5 Industrials 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$251K 0.05%
12,065
+3,351
452
$250K 0.05%
2,900
+900
453
$250K 0.05%
4,500
+1,400
454
$249K 0.05%
+27,500
455
$249K 0.05%
6,900
+4,000
456
$247K 0.05%
+6,800
457
$245K 0.05%
1,600
+1,200
458
$244K 0.04%
4,600
+2,400
459
$244K 0.04%
4,100
+1,300
460
$243K 0.04%
2,500
+1,400
461
$242K 0.04%
3,200
+700
462
$241K 0.04%
4,000
+1,900
463
$239K 0.04%
5,400
+2,000
464
$238K 0.04%
8,900
+1,800
465
$238K 0.04%
2,300
+1,100
466
$238K 0.04%
1,900
+300
467
$237K 0.04%
4,453
+2,226
468
$236K 0.04%
2,000
-900
469
$235K 0.04%
5,800
+1,700
470
$232K 0.04%
5,500
+2,000
471
$231K 0.04%
3,600
+1,400
472
$229K 0.04%
4,400
+1,300
473
$229K 0.04%
4,600
+1,500
474
$228K 0.04%
5,900
+2,100
475
$226K 0.04%
2,400
+100
17 18
19
20 21