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
$399M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$904K
3
+$780K
4
PM icon
Philip Morris
PM
+$753K
5
IBM icon
IBM
IBM
+$751K

Top Sells

1
+$2.08M
2
+$950K
3
+$704K
4
HPQ icon
HP
HPQ
+$696K
5
MCK icon
McKesson
MCK
+$636K

Sector Composition

1 Financials 18.81%
2 Energy 14.05%
3 Healthcare 8.85%
4 Industrials 8.82%
5 Technology 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.34%
13,829
-248
52
$1.33M 0.33%
14,613
53
$1.33M 0.33%
393,400
+28,000
54
$1.33M 0.33%
13,400
+4,600
55
$1.33M 0.33%
28,274
+897
56
$1.33M 0.33%
13,600
57
$1.32M 0.33%
26,400
-12,700
58
$1.32M 0.33%
37,700
+14,200
59
$1.28M 0.32%
16,200
60
$1.26M 0.32%
12,900
-100
61
$1.26M 0.32%
11,123
62
$1.26M 0.32%
32,700
63
$1.25M 0.31%
10,000
64
$1.21M 0.3%
32,300
65
$1.19M 0.3%
27,700
66
$1.18M 0.3%
16,571
+6,600
67
$1.16M 0.29%
13,300
+5,200
68
$1.14M 0.29%
19,652
-75
69
$1.13M 0.28%
14,650
-5,900
70
$1.12M 0.28%
6
71
$1.09M 0.27%
18,100
+3,500
72
$1.07M 0.27%
18,200
73
$1.04M 0.26%
24,000
74
$1.04M 0.26%
12,300
75
$1.04M 0.26%
16,584
+626
1 2
3
4 5