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
$354M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,666
New
Increased
Reduced
Closed

Top Buys

1 +$669K
2 +$643K
3 +$465K
4
MCD icon
McDonald's
MCD
+$414K
5
MRK icon
Merck
MRK
+$395K

Sector Composition

1 Financials 18.96%
2 Energy 13.48%
3 Healthcare 9.07%
4 Industrials 8.99%
5 Technology 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
-900
852
-400
853
-80
854
-700
855
-1,200
856
-600
857
-500
858
-400
859
-700
860
-1,100
861
-19
862
-500
863
-500
864
-1,500
865
-587
866
-800
867
-3,400
868
-600
869
-300
870
-700
871
-900
872
-1,600
873
-2,600
874
-1,000
875
-300