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
901
$32K 0.01%
+1,400
902
$32K 0.01%
+500
903
$32K 0.01%
+900
904
$32K 0.01%
+400
905
$32K 0.01%
+2,000
906
$32K 0.01%
+700
907
$32K 0.01%
+500
908
$32K 0.01%
+1,600
909
$32K 0.01%
+400
910
$32K 0.01%
+800
911
$31K 0.01%
+1,000
912
$31K 0.01%
+3,200
913
$31K 0.01%
+2,000
914
$31K 0.01%
+1,200
915
$31K 0.01%
+133
916
$31K 0.01%
+2,400
917
$31K 0.01%
+1,100
918
$31K 0.01%
+300
919
$31K 0.01%
+300
920
$31K 0.01%
+700
921
$31K 0.01%
+1,400
922
$31K 0.01%
+900
923
$31K 0.01%
+500
924
$31K 0.01%
+900
925
$31K 0.01%
+1,200
35 36
37
38 39