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
851
$35K 0.01%
+300
852
$35K 0.01%
+700
853
$35K 0.01%
+400
854
$35K 0.01%
+400
855
$35K 0.01%
+1,000
856
$35K 0.01%
+1,100
857
$34K 0.01%
+900
858
$34K 0.01%
+1,000
859
$34K 0.01%
+2,300
860
$34K 0.01%
+500
861
$34K 0.01%
+600
862
$34K 0.01%
+2,098
863
$34K 0.01%
+1,500
864
$34K 0.01%
+413
865
$34K 0.01%
+1,200
866
$34K 0.01%
+700
867
$34K 0.01%
+700
868
$34K 0.01%
+1,200
869
$34K 0.01%
+800
870
$34K 0.01%
+1,200
871
$33K 0.01%
+1,300
872
$33K 0.01%
+2,100
873
$33K 0.01%
+900
874
$33K 0.01%
+600
875
$33K 0.01%
+372
33 34
35
36 37