OMCS

Old Mutual Customised Solutions Portfolio holdings

AUM $1B
1-Year Est. Return 15.88%
This Fund
S&P 500
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 +$709K
2 +$604K
3 +$487K
4
MCD icon
McDonald's
MCD
+$420K
5
MRK icon
Merck
MRK
+$397K

Sector Composition

1 Financials 18.96%
2 Energy 13.48%
3 Industrials 9.12%
4 Healthcare 9.07%
5 Technology 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
-800
1152
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1153
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1154
-1,200
1155
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1156
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1157
-800
1158
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1159
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1160
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1161
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1162
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1163
-1,600
1164
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1165
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1166
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1168
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1169
-4,900
1170
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1171
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1172
-600
1173
-1,000
1174
-45
1175
-892