OMCS

Old Mutual Customised Solutions Portfolio holdings

AUM $1B
1-Year Est. Return 15.88%
This Fund
S&P 500
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
+$29.8M
2
+$7.11M
3
+$5.33M
4
T icon
AT&T
T
+$4.86M
5
BAC icon
Bank of America
BAC
+$4.79M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.89%
2 Energy 12.49%
3 Industrials 9.48%
4 Healthcare 9.01%
5 Technology 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$30K 0.01%
+800
952
$30K 0.01%
+1,700
953
$30K 0.01%
+1,400
954
$30K 0.01%
+600
955
$30K 0.01%
+1,400
956
$30K 0.01%
+300
957
$30K 0.01%
+800
958
$30K 0.01%
+700
959
$30K 0.01%
+3,400
960
$30K 0.01%
+400
961
$30K 0.01%
+900
962
$29K 0.01%
+600
963
$29K 0.01%
+900
964
$29K 0.01%
+1,500
965
$29K 0.01%
+700
966
$29K 0.01%
+500
967
$29K 0.01%
+1,257
968
$29K 0.01%
+1,700
969
$29K 0.01%
+4,700
970
$29K 0.01%
+1,000
971
$29K 0.01%
+1,350
972
$29K 0.01%
+200
973
$29K 0.01%
+2,100
974
$29K 0.01%
+1,460
975
$29K 0.01%
+1,300
37 38
39
40 41