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
1151
-1,400
1152
-766
1153
-500
1154
-400
1155
-35
1156
-500
1157
-8
1158
-900
1159
-1,400
1160
-2,000
1161
-1,350
1162
-1,300
1163
-1,200
1164
-1,000
1165
-200
1166
-800
1167
-900
1168
-100
1169
-900
1170
-700
1171
-1,400
1172
-900
1173
-3,081
1174
-400
1175
-400