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
726
$46K 0.01%
+2,100
727
$46K 0.01%
+1,349
728
$46K 0.01%
+700
729
$46K 0.01%
+2,400
730
$46K 0.01%
+900
731
$46K 0.01%
+800
732
$46K 0.01%
+600
733
$46K 0.01%
+700
734
$46K 0.01%
+700
735
$45K 0.01%
+900
736
$45K 0.01%
+1,000
737
$45K 0.01%
+600
738
$45K 0.01%
+900
739
$45K 0.01%
+1,899
740
$45K 0.01%
+700
741
$45K 0.01%
+1,100
742
$45K 0.01%
+1,050
743
$45K 0.01%
+207
744
$45K 0.01%
+800
745
$45K 0.01%
+1,300
746
$45K 0.01%
+700
747
$44K 0.01%
+1,400
748
$44K 0.01%
+1,400
749
$44K 0.01%
+1,200
750
$44K 0.01%
+600
28 29
30
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