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
601
$99K 0.02%
2,500
602
$99K 0.02%
1,700
603
$97K 0.02%
3,000
604
$96K 0.02%
7,763
605
$95K 0.02%
2,290
606
$94K 0.02%
2,400
607
$93K 0.02%
6,400
608
$93K 0.02%
5,700
609
$93K 0.02%
3,100
610
$93K 0.02%
2,950
611
$92K 0.02%
7,500
612
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1,600
613
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3,500
614
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615
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3,400
616
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300
617
$90K 0.02%
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618
$89K 0.02%
617
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619
$88K 0.02%
1,300
620
$88K 0.02%
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$88K 0.02%
7,100
622
$87K 0.02%
7,900
623
$87K 0.02%
1,653
624
$87K 0.02%
2,674
625
$86K 0.02%
3,000
23 24
25
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