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
$678M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
806
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$1.87M
3
+$1.72M
4
LNC icon
Lincoln National
LNC
+$581K
5
MCO icon
Moody's
MCO
+$560K

Top Sells

1
+$1.55M
2
+$1.33M
3
+$996K
4
DHR icon
Danaher
DHR
+$979K
5
SPG icon
Simon Property Group
SPG
+$971K

Sector Composition

1 Financials 19.7%
2 Technology 13.09%
3 Healthcare 11.91%
4 Industrials 9.38%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$103K 0.02%
3,900
652
$102K 0.02%
2,500
653
$101K 0.01%
1,600
654
$101K 0.01%
2,300
655
$101K 0.01%
1,200
656
$99K 0.01%
1,300
-700
657
$99K 0.01%
2,600
658
$98K 0.01%
100
659
$98K 0.01%
1,300
660
$98K 0.01%
+700
661
$97K 0.01%
2,600
662
$97K 0.01%
3,000
663
$96K 0.01%
1,700
664
$96K 0.01%
1,600
665
$96K 0.01%
1,750
666
$95K 0.01%
4,900
667
$95K 0.01%
4,723
668
$95K 0.01%
3,400
669
$94K 0.01%
4,200
670
$94K 0.01%
6,200
+4,200
671
$93K 0.01%
2,400
672
$93K 0.01%
2,946
673
$92K 0.01%
1,300
674
$92K 0.01%
2,300
675
$92K 0.01%
2,300
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