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
$678M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
806
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$1.87M
3
+$1.72M
4
LNC icon
Lincoln National
LNC
+$581K
5
MCO icon
Moody's
MCO
+$560K

Top Sells

1
+$1.55M
2
+$1.33M
3
+$996K
4
DHR icon
Danaher
DHR
+$979K
5
SPG icon
Simon Property Group
SPG
+$971K

Sector Composition

1 Financials 19.7%
2 Technology 13.09%
3 Healthcare 11.91%
4 Industrials 9.38%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.12M 0.31%
19,600
-200
77
$2.12M 0.31%
41,500
+3,700
78
$2.1M 0.31%
28,273
+2,300
79
$2.09M 0.31%
25,250
+1,000
80
$2.06M 0.3%
70,599
81
$2.01M 0.3%
7,395
+800
82
$2M 0.3%
10,130
83
$2M 0.29%
24,798
+500
84
$1.99M 0.29%
109,281
+5,100
85
$1.95M 0.29%
26,633
+500
86
$1.93M 0.28%
32,245
+1,200
87
$1.92M 0.28%
14,543
+1,000
88
$1.89M 0.28%
12,614
89
$1.86M 0.27%
4,393
90
$1.85M 0.27%
43,132
+3,800
91
$1.85M 0.27%
24,091
92
$1.85M 0.27%
38,662
-1,700
93
$1.8M 0.27%
19,940
94
$1.8M 0.27%
21,007
95
$1.79M 0.26%
24,668
96
$1.76M 0.26%
22,999
97
$1.71M 0.25%
25,294
98
$1.69M 0.25%
12,019
+1,000
99
$1.69M 0.25%
13,090
+600
100
$1.69M 0.25%
7,594
+300
2 3
4
5 6