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
476
$139K 0.04%
+5,400
477
$138K 0.04%
+3,400
478
$138K 0.04%
+4,500
479
$137K 0.04%
+1,300
480
$137K 0.04%
+2,200
481
$137K 0.04%
+8,100
482
$137K 0.04%
+1,100
483
$137K 0.04%
+2,800
484
$137K 0.04%
+3,450
485
$137K 0.04%
+2,800
486
$136K 0.04%
+2,700
487
$136K 0.04%
+1,855
488
$136K 0.04%
+4,900
489
$135K 0.04%
+2,100
490
$135K 0.04%
+9,300
491
$135K 0.04%
+13,675
492
$135K 0.04%
+12,200
493
$135K 0.04%
+6,600
494
$135K 0.04%
+5,200
495
$135K 0.04%
+4,240
496
$134K 0.04%
+2,200
497
$134K 0.04%
+5,400
498
$134K 0.04%
+5,136
499
$134K 0.04%
+5,100
500
$134K 0.04%
+2,000
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