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
676
$58K 0.02%
+1,400
677
$58K 0.02%
+900
678
$57K 0.02%
+1,600
679
$57K 0.02%
+2,220
680
$57K 0.02%
+4,900
681
$57K 0.02%
+1,400
682
$57K 0.02%
+1,400
683
$57K 0.02%
+700
684
$56K 0.02%
+700
685
$56K 0.02%
+2,025
686
$56K 0.02%
+2,000
687
$56K 0.02%
+300
688
$56K 0.02%
+1,700
689
$55K 0.02%
+300
690
$55K 0.02%
+600
691
$55K 0.02%
+600
692
$55K 0.02%
+1,800
693
$54K 0.02%
+376
694
$54K 0.02%
+1,200
695
$54K 0.02%
+500
696
$54K 0.02%
+900
697
$54K 0.02%
+87
698
$54K 0.02%
+1,600
699
$54K 0.02%
+1,370
700
$53K 0.02%
+700
26 27
28
29 30