OMCS

Old Mutual Customised Solutions Portfolio holdings

AUM $1B
1-Year Est. Return 15.88%
This Fund
S&P 500
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 +$1.1M
2 +$884K
3 +$776K
4
PM icon
Philip Morris
PM
+$743K
5
IBM icon
IBM
IBM
+$718K

Top Sells

1 +$2.04M
2 +$916K
3 +$675K
4
HPQ icon
HP
HPQ
+$637K
5
AIG icon
American International
AIG
+$632K

Sector Composition

1 Financials 18.81%
2 Energy 14.05%
3 Industrials 8.95%
4 Healthcare 8.85%
5 Technology 8.16%
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%
2,800
486
$157K 0.04%
3,200
487
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2,900
488
$157K 0.04%
51,840
489
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3,200
490
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2,800
491
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492
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2,700
493
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1,100
494
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495
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497
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498
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499
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500
$149K 0.04%
2,700