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
1226
$20K 0.01%
+800
1227
$20K 0.01%
+300
1228
$20K 0.01%
+400
1229
$20K 0.01%
+766
1230
$20K 0.01%
+400
1231
$20K 0.01%
+400
1232
$20K 0.01%
+300
1233
$20K 0.01%
+800
1234
$20K 0.01%
+200
1235
$20K 0.01%
+800
1236
$20K 0.01%
+1,000
1237
$20K 0.01%
+600
1238
$20K 0.01%
+300
1239
$20K 0.01%
+400
1240
$20K 0.01%
+300
1241
$20K 0.01%
+2,900
1242
$20K 0.01%
+1,900
1243
$20K 0.01%
+700
1244
$20K 0.01%
+300
1245
$20K 0.01%
+1,300
1246
$20K 0.01%
+900
1247
$20K 0.01%
+3,200
1248
$20K 0.01%
+800
1249
$20K 0.01%
+1,100
1250
$20K 0.01%
+500
48 49
50
51 52