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OMCS

Old Mutual Customised Solutions Portfolio holdings

AUM $1B
1-Year Est. Return 15.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$414M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$240K
2
+$239K
3
+$236K
4
YUM icon
Yum! Brands
YUM
+$201K
5
CL icon
Colgate-Palmolive
CL
+$201K

Top Sells

1
+$387K
2
+$366K
3
+$361K
4
ORCL icon
Oracle
ORCL
+$292K
5
MRK icon
Merck
MRK
+$292K

Sector Composition

1 Financials 18.85%
2 Energy 14.67%
3 Industrials 8.92%
4 Healthcare 8.69%
5 Technology 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
-1,200
752
– –
-200
753
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-500
754
– –
-3,000
755
– –
-200
756
– –
-400
757
– –
-500
758
– –
-600
759
– –
-300
760
– –
-1,040
761
– –
-1,400
762
– –
-300
763
– –
-400
764
– –
-800
765
– –
-700
766
– –
0
767
– –
-600
768
– –
-8,900
769
– –
-1,700
770
– –
-1
771
– –
-800
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