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
1201
$21K 0.01%
+800
1202
$21K 0.01%
+900
1203
$21K 0.01%
+1,000
1204
$21K 0.01%
+600
1205
$21K 0.01%
+600
1206
$21K 0.01%
+400
1207
$21K 0.01%
+2,549
1208
$21K 0.01%
+800
1209
$21K 0.01%
+500
1210
$21K 0.01%
+400
1211
$21K 0.01%
+800
1212
$21K 0.01%
+200
1213
$21K 0.01%
+400
1214
$21K 0.01%
+1,400
1215
$21K 0.01%
+600
1216
$20K 0.01%
+400
1217
$20K 0.01%
+1,000
1218
$20K 0.01%
+2,400
1219
$20K 0.01%
+600
1220
$20K 0.01%
+800
1221
$20K 0.01%
+600
1222
$20K 0.01%
+1,800
1223
$20K 0.01%
+1,200
1224
$20K 0.01%
+300
1225
$20K 0.01%
+700
47 48
49
50 51