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
926
$31K 0.01%
+600
927
$31K 0.01%
+600
928
$31K 0.01%
+200
929
$31K 0.01%
+400
930
$31K 0.01%
+1,250
931
$31K 0.01%
+400
932
$31K 0.01%
+2,400
933
$31K 0.01%
+1,800
934
$31K 0.01%
+1,000
935
$31K 0.01%
+900
936
$31K 0.01%
+3,100
937
$31K 0.01%
+2,000
938
$31K 0.01%
+3,300
939
$31K 0.01%
+1,800
940
$30K 0.01%
+600
941
$30K 0.01%
+600
942
$30K 0.01%
+8,500
943
$30K 0.01%
+800
944
$30K 0.01%
+411
945
$30K 0.01%
+987
946
$30K 0.01%
+180
947
$30K 0.01%
+400
948
$30K 0.01%
+800
949
$30K 0.01%
+1,400
950
$30K 0.01%
+600
36 37
38
39 40