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
626
$86K 0.02%
9,800
+3,000
627
$85K 0.02%
2,500
+1,100
628
$84K 0.02%
900
+300
629
$83K 0.02%
1,700
630
$82K 0.02%
376
631
$82K 0.02%
3,600
632
$82K 0.02%
3,126
633
$82K 0.02%
1,000
634
$82K 0.02%
7,200
635
$81K 0.02%
5,850
+1,500
636
$81K 0.02%
2,600
637
$80K 0.02%
1,200
638
$80K 0.02%
2,100
639
$77K 0.02%
2,800
640
$77K 0.02%
2,900
641
$77K 0.02%
1,300
642
$77K 0.02%
2,600
643
$75K 0.02%
900
644
$74K 0.02%
400
645
$73K 0.02%
3,200
646
$73K 0.02%
5,200
647
$72K 0.02%
4,000
648
$72K 0.02%
1,300
649
$71K 0.02%
1,600
650
$71K 0.02%
1,000
+300
24 25
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