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
651
$76K 0.02%
+900
652
$75K 0.02%
+440
653
$74K 0.02%
+3,700
654
$73K 0.02%
+3,240
655
$72K 0.02%
+2,600
656
$72K 0.02%
+2,900
657
$71K 0.02%
+400
658
$70K 0.02%
+900
659
$69K 0.02%
+400
660
$67K 0.02%
+300
661
$67K 0.02%
+4,400
662
$66K 0.02%
+1,989
663
$66K 0.02%
+800
664
$65K 0.02%
+2,800
665
$65K 0.02%
+800
666
$65K 0.02%
+6,800
667
$65K 0.02%
+2,300
668
$64K 0.02%
+400
669
$64K 0.02%
+1,200
670
$63K 0.02%
+1,100
671
$63K 0.02%
+3,097
672
$62K 0.02%
+2,022
673
$60K 0.02%
+2,000
674
$60K 0.02%
+800
675
$59K 0.02%
+1,400
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