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
476
$159K 0.04%
3,500
477
$159K 0.04%
3,400
478
$159K 0.04%
9,300
479
$159K 0.04%
1,400
480
$159K 0.04%
3,725
481
$158K 0.04%
1,900
482
$158K 0.04%
5,100
483
$157K 0.04%
3,050
484
$157K 0.04%
5,800
485
$157K 0.04%
2,900
486
$157K 0.04%
51,840
487
$157K 0.04%
2,800
488
$157K 0.04%
3,200
489
$156K 0.04%
3,200
490
$155K 0.04%
2,800
491
$155K 0.04%
4,200
492
$154K 0.04%
2,700
493
$154K 0.04%
1,100
494
$153K 0.04%
4,240
495
$153K 0.04%
2,900
496
$152K 0.04%
1,200
497
$152K 0.04%
1,855
498
$152K 0.04%
9,000
499
$150K 0.04%
5,800
500
$149K 0.04%
2,700
18 19
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