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
801
$38K 0.01%
+600
802
$38K 0.01%
+600
803
$38K 0.01%
+300
804
$38K 0.01%
+1,035
805
$38K 0.01%
+100
806
$38K 0.01%
+800
807
$38K 0.01%
+600
808
$38K 0.01%
+900
809
$38K 0.01%
+1,800
810
$38K 0.01%
+500
811
$38K 0.01%
+700
812
$37K 0.01%
+1,500
813
$37K 0.01%
+600
814
$37K 0.01%
+3,200
815
$37K 0.01%
+700
816
$37K 0.01%
+2,600
817
$37K 0.01%
+1,100
818
$37K 0.01%
+500
819
$37K 0.01%
+600
820
$37K 0.01%
+1,000
821
$37K 0.01%
+700
822
$37K 0.01%
+1,500
823
$36K 0.01%
+2,000
824
$36K 0.01%
+460
825
$36K 0.01%
+800
31 32
33
34 35