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
1051
$25K 0.01%
+4
1052
$25K 0.01%
+600
1053
$25K 0.01%
+1,200
1054
$25K 0.01%
+300
1055
$25K 0.01%
+300
1056
$25K 0.01%
+1,100
1057
$25K 0.01%
+800
1058
$25K 0.01%
+500
1059
$25K 0.01%
+500
1060
$25K 0.01%
+500
1061
$25K 0.01%
+1,800
1062
$25K 0.01%
+2,200
1063
$25K 0.01%
+100
1064
$25K 0.01%
+1,000
1065
$25K 0.01%
+700
1066
$25K 0.01%
+700
1067
$25K 0.01%
+420
1068
$25K 0.01%
+725
1069
$25K 0.01%
+1,067
1070
$25K 0.01%
+619
1071
$25K 0.01%
+1,800
1072
$25K 0.01%
+1,300
1073
$25K 0.01%
+600
1074
$25K 0.01%
+1,200
1075
$25K 0.01%
+500
41 42
43
44 45