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
501
$149K 0.04%
2,800
502
$149K 0.04%
2,500
503
$148K 0.04%
36,900
504
$148K 0.04%
3,700
505
$147K 0.04%
2,800
506
$147K 0.04%
2,300
507
$147K 0.04%
2,500
508
$147K 0.04%
2,400
509
$146K 0.04%
3,100
510
$146K 0.04%
3,300
511
$146K 0.04%
4,700
512
$143K 0.04%
3,400
513
$143K 0.04%
4,200
514
$142K 0.04%
2,800
515
$142K 0.04%
5,400
516
$142K 0.04%
8,300
517
$141K 0.04%
2,400
518
$138K 0.03%
2,000
519
$137K 0.03%
1,900
520
$137K 0.03%
900
+200
521
$137K 0.03%
2,800
522
$136K 0.03%
1,400
523
$136K 0.03%
7,600
524
$135K 0.03%
8,750
525
$134K 0.03%
1,900
19 20
21
22 23