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
651
$71K 0.02%
1,400
652
$70K 0.02%
1,400
653
$69K 0.02%
1,038
+577
654
$69K 0.02%
2,417
655
$68K 0.02%
1,800
656
$68K 0.02%
2,900
657
$68K 0.02%
1,400
658
$68K 0.02%
600
659
$68K 0.02%
1,400
660
$67K 0.02%
300
661
$66K 0.02%
12,000
662
$66K 0.02%
1,700
663
$65K 0.02%
900
664
$65K 0.02%
1,400
665
$64K 0.02%
400
666
$64K 0.02%
2,900
+1,800
667
$64K 0.02%
1,100
668
$62K 0.02%
900
669
$62K 0.02%
1,700
670
$61K 0.02%
1,100
671
$61K 0.02%
500
+300
672
$61K 0.02%
3,500
673
$60K 0.02%
300
674
$60K 0.02%
1,614
675
$59K 0.01%
1,200
25 26
27
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