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
676
$59K 0.01%
866
+525
677
$58K 0.01%
4,700
678
$58K 0.01%
1,370
679
$58K 0.01%
1,000
680
$58K 0.01%
1,300
681
$57K 0.01%
5,000
682
$56K 0.01%
2,200
683
$55K 0.01%
300
684
$55K 0.01%
1,900
685
$54K 0.01%
600
686
$54K 0.01%
900
687
$53K 0.01%
3,000
688
$53K 0.01%
500
689
$52K 0.01%
900
+400
690
$52K 0.01%
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691
$51K 0.01%
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692
$51K 0.01%
1,100
693
$51K 0.01%
200
694
$51K 0.01%
400
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695
$50K 0.01%
900
696
$50K 0.01%
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697
$50K 0.01%
600
698
$50K 0.01%
11,700
699
$49K 0.01%
900
700
$49K 0.01%
4,000
26 27
28
29 30