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
1126
$23K 0.01%
+1,100
1127
$23K 0.01%
+1,300
1128
$23K 0.01%
+1,200
1129
$23K 0.01%
+3,038
1130
$23K 0.01%
+500
1131
$23K 0.01%
+1,300
1132
$23K 0.01%
+1,000
1133
$23K 0.01%
+500
1134
$23K 0.01%
+933
1135
$23K 0.01%
+1,000
1136
$23K 0.01%
+632
1137
$23K 0.01%
+1,100
1138
$23K 0.01%
+1,400
1139
$23K 0.01%
+400
1140
$23K 0.01%
+300
1141
$23K 0.01%
+500
1142
$23K 0.01%
+500
1143
$23K 0.01%
+400
1144
$23K 0.01%
+500
1145
$23K 0.01%
+1,600
1146
$22K 0.01%
+900
1147
$22K 0.01%
+300
1148
$22K 0.01%
+200
1149
$22K 0.01%
+1,100
1150
$22K 0.01%
+300
44 45
46
47 48