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
1076
$25K 0.01%
+1,000
1077
$25K 0.01%
+1,300
1078
$25K 0.01%
+1,100
1079
$25K 0.01%
+700
1080
$25K 0.01%
+400
1081
$25K 0.01%
+400
1082
$25K 0.01%
+1,400
1083
$24K 0.01%
+1,300
1084
$24K 0.01%
+700
1085
$24K 0.01%
+2,000
1086
$24K 0.01%
+500
1087
$24K 0.01%
+500
1088
$24K 0.01%
+11,500
1089
$24K 0.01%
+400
1090
$24K 0.01%
+1,500
1091
$24K 0.01%
+400
1092
$24K 0.01%
+461
1093
$24K 0.01%
+600
1094
$24K 0.01%
+900
1095
$24K 0.01%
+2,400
1096
$24K 0.01%
+900
1097
$24K 0.01%
+600
1098
$24K 0.01%
+800
1099
$24K 0.01%
+700
1100
$24K 0.01%
+400
42 43
44
45 46