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
$678M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
806
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$1.87M
3
+$1.72M
4
LNC icon
Lincoln National
LNC
+$581K
5
MCO icon
Moody's
MCO
+$560K

Top Sells

1
+$1.55M
2
+$1.33M
3
+$996K
4
DHR icon
Danaher
DHR
+$979K
5
SPG icon
Simon Property Group
SPG
+$971K

Sector Composition

1 Financials 19.7%
2 Technology 13.09%
3 Healthcare 11.91%
4 Industrials 9.38%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.57M 0.67%
29,805
+500
27
$4.46M 0.66%
92,100
+2,000
28
$4.43M 0.65%
66,190
+2,000
29
$4.41M 0.65%
25,583
30
$4.38M 0.65%
25,132
+598
31
$4.09M 0.6%
340,600
32
$4.09M 0.6%
564,025
+236,914
33
$4.09M 0.6%
27,069
+1,700
34
$4.08M 0.6%
215,300
35
$3.96M 0.58%
23,404
+1,400
36
$3.92M 0.58%
122,928
+2,530
37
$3.8M 0.56%
81,680
+6,000
38
$3.62M 0.53%
29,779
-800
39
$3.57M 0.53%
71,250
-1,000
40
$3.38M 0.5%
60,668
+2,800
41
$3.35M 0.49%
190,461
42
$3.34M 0.49%
56,700
43
$3.31M 0.49%
63,848
+2,100
44
$3.28M 0.48%
25,249
+1,500
45
$3.24M 0.48%
49,270
46
$3.24M 0.48%
83,330
+3,300
47
$3.17M 0.47%
125,541
+4,200
48
$3.16M 0.47%
28,990
49
$3.15M 0.46%
16,996
+1,300
50
$3.12M 0.46%
26,537
+700
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2
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