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
26
$1.92M 0.56%
+170,875
27
$1.9M 0.55%
+370,100
28
$1.87M 0.54%
+42,234
29
$1.82M 0.53%
+118,000
30
$1.76M 0.51%
+43,900
31
$1.71M 0.5%
+15,300
32
$1.68M 0.49%
+37,600
33
$1.64M 0.48%
+20,100
34
$1.5M 0.43%
+68,255
35
$1.47M 0.43%
+60,300
36
$1.32M 0.38%
+17,100
37
$1.31M 0.38%
+22,900
38
$1.29M 0.37%
+8,500
39
$1.26M 0.36%
+190,464
40
$1.23M 0.36%
+340,600
41
$1.23M 0.36%
+21,100
42
$1.23M 0.36%
+27,400
43
$1.22M 0.35%
+14,100
44
$1.21M 0.35%
+14,091
45
$1.17M 0.34%
+23,402
46
$1.16M 0.34%
+19,863
47
$1.16M 0.34%
+55,400
48
$1.14M 0.33%
+18,000
49
$1.11M 0.32%
+16,900
50
$1.11M 0.32%
+31,600
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2
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