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
$354M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,666
New
Increased
Reduced
Closed

Top Buys

1 +$669K
2 +$643K
3 +$465K
4
MCD icon
McDonald's
MCD
+$414K
5
MRK icon
Merck
MRK
+$395K

Sector Composition

1 Financials 18.96%
2 Energy 13.48%
3 Healthcare 9.07%
4 Industrials 8.99%
5 Technology 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
-700
1077
-1,100
1078
-800
1079
-1,300
1080
-600
1081
-400
1082
-700
1083
-1,000
1084
-300
1085
-800
1086
-5,900
1087
-1,300
1088
-800
1089
-400
1090
-1,000
1091
-1,400
1092
-4,500
1093
-90
1094
-200
1095
-200
1096
-500
1097
-933
1098
-600
1099
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1100
-300