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
$648M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
830
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.93M
3
+$1.53M
4
XOM icon
Exxon Mobil
XOM
+$1.52M
5
VZ icon
Verizon
VZ
+$1.51M

Top Sells

1
+$1.01M
2
+$549K
3
+$542K
4
BAC icon
Bank of America
BAC
+$473K
5
DVN icon
Devon Energy
DVN
+$464K

Sector Composition

1 Financials 19.03%
2 Technology 13.25%
3 Healthcare 11.75%
4 Energy 10.06%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.82M 0.44%
48,398
+3,498
52
$2.77M 0.43%
47,429
+8,629
53
$2.73M 0.42%
27,949
+349
54
$2.72M 0.42%
33,743
+3,343
55
$2.68M 0.41%
24,990
+5,290
56
$2.57M 0.4%
15,696
+2,596
57
$2.56M 0.4%
327,111
58
$2.52M 0.39%
30,595
+2,895
59
$2.5M 0.39%
17,054
+2,954
60
$2.42M 0.37%
56,232
+6,927
61
$2.4M 0.37%
43,074
+5,974
62
$2.4M 0.37%
57,651
+26,506
63
$2.39M 0.37%
205,630
+49,330
64
$2.35M 0.36%
25,364
+2,664
65
$2.28M 0.35%
28,824
+3,224
66
$2.27M 0.35%
18,857
+1,857
67
$2.2M 0.34%
30,324
+3,824
68
$2.16M 0.33%
70,599
+4,699
69
$2.11M 0.33%
19,800
+1,000
70
$2.11M 0.33%
28,790
+3,290
71
$2.08M 0.32%
6,370
+854
72
$2.07M 0.32%
28,100
+4,200
73
$2.03M 0.31%
22,828
+5,528
74
$2.02M 0.31%
13,172
+1,772
75
$2.01M 0.31%
40,362
+10,362
1 2
3
4 5