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
$345M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,658
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$7.11M
3
+$5.33M
4
T icon
AT&T
T
+$4.86M
5
BAC icon
Bank of America
BAC
+$4.79M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.89%
2 Energy 12.49%
3 Industrials 9.48%
4 Healthcare 9.01%
5 Technology 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$21K 0.01%
+900
1202
$21K 0.01%
+1,000
1203
$21K 0.01%
+600
1204
$21K 0.01%
+600
1205
$21K 0.01%
+400
1206
$21K 0.01%
+2,549
1207
$21K 0.01%
+800
1208
$21K 0.01%
+500
1209
$21K 0.01%
+400
1210
$21K 0.01%
+800
1211
$21K 0.01%
+200
1212
$21K 0.01%
+400
1213
$21K 0.01%
+1,400
1214
$21K 0.01%
+600
1215
$21K 0.01%
+400
1216
$20K 0.01%
+800
1217
$20K 0.01%
+300
1218
$20K 0.01%
+400
1219
$20K 0.01%
+766
1220
$20K 0.01%
+400
1221
$20K 0.01%
+400
1222
$20K 0.01%
+300
1223
$20K 0.01%
+800
1224
$20K 0.01%
+200
1225
$20K 0.01%
+800
47 48
49
50 51