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
876
$33K 0.01%
+500
877
$33K 0.01%
+1,100
878
$33K 0.01%
+1,200
879
$33K 0.01%
+300
880
$33K 0.01%
+1,000
881
$33K 0.01%
+400
882
$33K 0.01%
+1,000
883
$33K 0.01%
+500
884
$33K 0.01%
+600
885
$33K 0.01%
+500
886
$33K 0.01%
+2,500
887
$33K 0.01%
+400
888
$33K 0.01%
+700
889
$32K 0.01%
+1,000
890
$32K 0.01%
+1,200
891
$32K 0.01%
+900
892
$32K 0.01%
+2,800
893
$32K 0.01%
+700
894
$32K 0.01%
+1,700
895
$32K 0.01%
+1,300
896
$32K 0.01%
+1,400
897
$32K 0.01%
+735
898
$32K 0.01%
+2,800
899
$32K 0.01%
+2,400
900
$32K 0.01%
+500
34 35
36
37 38