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
576
$112K 0.03%
+1,300
577
$112K 0.03%
+3,900
578
$111K 0.03%
+1,600
579
$111K 0.03%
+3,400
580
$111K 0.03%
+4,200
581
$111K 0.03%
+7,600
582
$111K 0.03%
+4,800
583
$110K 0.03%
+1,800
584
$110K 0.03%
+4,600
585
$109K 0.03%
+1,800
586
$109K 0.03%
+5,100
587
$109K 0.03%
+2,100
588
$108K 0.03%
+5,000
589
$108K 0.03%
+1,400
590
$107K 0.03%
+2,770
591
$107K 0.03%
+3,200
592
$106K 0.03%
+1,700
593
$106K 0.03%
+5,500
594
$106K 0.03%
+1,700
595
$106K 0.03%
+7,800
596
$105K 0.03%
+1,600
597
$105K 0.03%
+7,800
598
$105K 0.03%
+1,100
599
$105K 0.03%
+2,674
600
$104K 0.03%
+4,900
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