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
676
$92K 0.01%
1,600
677
$92K 0.01%
2,500
678
$89K 0.01%
800
679
$88K 0.01%
36,300
680
$88K 0.01%
1,384
681
$88K 0.01%
2,000
682
$88K 0.01%
1,900
683
$87K 0.01%
1,475
-425
684
$87K 0.01%
3,786
685
$86K 0.01%
6,900
686
$86K 0.01%
700
687
$86K 0.01%
2,400
688
$86K 0.01%
1,100
689
$86K 0.01%
7,400
690
$85K 0.01%
4,300
-10,000
691
$84K 0.01%
1,300
692
$84K 0.01%
15,600
693
$84K 0.01%
1,600
694
$84K 0.01%
33,600
695
$83K 0.01%
500
696
$82K 0.01%
2,080
697
$81K 0.01%
2,593
698
$81K 0.01%
200
699
$80K 0.01%
4,400
700
$80K 0.01%
1,100
26 27
28
29 30