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
51
$1.1M 0.32%
+27,040
52
$1.09M 0.32%
+31,400
53
$1.09M 0.32%
+38,300
54
$1.04M 0.3%
+351,600
55
$1.01M 0.29%
+6
56
$1M 0.29%
+14,600
57
$1M 0.29%
+32,600
58
$999K 0.29%
+16,950
59
$994K 0.29%
+9,700
60
$990K 0.29%
+12,100
61
$985K 0.29%
+8,600
62
$977K 0.28%
+24,400
63
$973K 0.28%
+10,644
64
$972K 0.28%
+26,900
65
$939K 0.27%
+13,100
66
$936K 0.27%
+28,100
67
$879K 0.25%
+15,854
68
$875K 0.25%
+13,482
69
$869K 0.25%
+11,900
70
$861K 0.25%
+8,700
71
$859K 0.25%
+21,000
72
$850K 0.25%
+17,300
73
$835K 0.24%
+27,000
74
$831K 0.24%
+20,100
75
$822K 0.24%
+9,800
1 2
3
4 5