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
51
$3.11M 0.46%
43,971
+1,200
52
$3.04M 0.45%
48,600
53
$2.91M 0.43%
48,398
54
$2.9M 0.43%
1,553
+1,000
55
$2.89M 0.43%
28,749
+800
56
$2.8M 0.41%
18,254
+1,200
57
$2.79M 0.41%
63,526
+1,600
58
$2.77M 0.41%
47,429
59
$2.76M 0.41%
24,990
60
$2.66M 0.39%
24,764
-600
61
$2.58M 0.38%
59,732
+3,500
62
$2.57M 0.38%
30,524
+1,700
63
$2.54M 0.37%
43,074
64
$2.52M 0.37%
32,743
-1,000
65
$2.5M 0.37%
32,295
+1,700
66
$2.39M 0.35%
60,051
+2,400
67
$2.36M 0.35%
652,800
+24,000
68
$2.35M 0.35%
18,857
69
$2.3M 0.34%
205,630
70
$2.3M 0.34%
30,990
+2,200
71
$2.27M 0.34%
28,100
72
$2.23M 0.33%
23,728
+900
73
$2.21M 0.33%
6,570
+200
74
$2.14M 0.32%
29,624
-700
75
$2.13M 0.31%
11,298
+600
1 2
3
4 5