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
1151
$22K 0.01%
+700
1152
$22K 0.01%
+1,000
1153
$22K 0.01%
+1,900
1154
$22K 0.01%
+600
1155
$22K 0.01%
+2,400
1156
$22K 0.01%
+1,000
1157
$22K 0.01%
+1,200
1158
$22K 0.01%
+300
1159
$22K 0.01%
+1,100
1160
$22K 0.01%
+450
1161
$22K 0.01%
+1,200
1162
$22K 0.01%
+1,400
1163
$22K 0.01%
+400
1164
$22K 0.01%
+8
1165
$22K 0.01%
+400
1166
$22K 0.01%
+600
1167
$22K 0.01%
+500
1168
$22K 0.01%
+400
1169
$22K 0.01%
+700
1170
$22K 0.01%
+400
1171
$22K 0.01%
+1,600
1172
$22K 0.01%
+1,400
1173
$22K 0.01%
+2,800
1174
$22K 0.01%
+300
1175
$22K 0.01%
+1,500
45 46
47
48 49