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
$678M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
806
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$1.87M
3
+$1.72M
4
LNC icon
Lincoln National
LNC
+$581K
5
MCO icon
Moody's
MCO
+$560K

Top Sells

1
+$1.55M
2
+$1.33M
3
+$996K
4
DHR icon
Danaher
DHR
+$979K
5
SPG icon
Simon Property Group
SPG
+$971K

Sector Composition

1 Financials 19.7%
2 Technology 13.09%
3 Healthcare 11.91%
4 Industrials 9.38%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.68M 0.25%
104,887
102
$1.65M 0.24%
16,100
+800
103
$1.65M 0.24%
11,500
104
$1.65M 0.24%
18,994
+800
105
$1.64M 0.24%
39,600
+2,100
106
$1.61M 0.24%
12,709
-900
107
$1.6M 0.24%
9,544
108
$1.59M 0.23%
12,423
-105
109
$1.53M 0.23%
27,671
+1,500
110
$1.51M 0.22%
12,090
+900
111
$1.5M 0.22%
78,458
+3,700
112
$1.47M 0.22%
28,095
113
$1.47M 0.22%
11,866
114
$1.43M 0.21%
5,959
+200
115
$1.43M 0.21%
7,485
+205
116
$1.42M 0.21%
40,560
+800
117
$1.4M 0.21%
11,002
+645
118
$1.39M 0.21%
17,829
+1,000
119
$1.39M 0.2%
30,563
120
$1.39M 0.2%
11,399
121
$1.38M 0.2%
57,420
+3,000
122
$1.36M 0.2%
77,807
123
$1.36M 0.2%
16,482
+1,000
124
$1.35M 0.2%
20,385
125
$1.35M 0.2%
10,214
3 4
5
6 7