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
826
$36K 0.01%
+5,000
827
$36K 0.01%
+800
828
$36K 0.01%
+1,800
829
$36K 0.01%
+210
830
$36K 0.01%
+2,800
831
$36K 0.01%
+500
832
$36K 0.01%
+1,300
833
$36K 0.01%
+841
834
$36K 0.01%
+500
835
$36K 0.01%
+300
836
$36K 0.01%
+800
837
$36K 0.01%
+1,100
838
$36K 0.01%
+2,417
839
$36K 0.01%
+400
840
$36K 0.01%
+4,900
841
$36K 0.01%
+800
842
$35K 0.01%
+5,100
843
$35K 0.01%
+892
844
$35K 0.01%
+1,030
845
$35K 0.01%
+800
846
$35K 0.01%
+3,000
847
$35K 0.01%
+800
848
$35K 0.01%
+3,200
849
$35K 0.01%
+2,100
850
$35K 0.01%
+800
32 33
34
35 36