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
$354M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,666
New
Increased
Reduced
Closed

Top Buys

1 +$669K
2 +$643K
3 +$465K
4
MCD icon
McDonald's
MCD
+$414K
5
MRK icon
Merck
MRK
+$395K

Sector Composition

1 Financials 18.96%
2 Energy 13.48%
3 Healthcare 9.07%
4 Industrials 8.99%
5 Technology 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
-200
1227
-800
1228
-600
1229
-2,100
1230
-50
1231
-3,097
1232
-1,200
1233
-300
1234
-1,300
1235
-1,800
1236
-1,500
1237
-2,025
1238
-400
1239
-600
1240
-600
1241
-3,600
1242
-1,460
1243
-300
1244
-2,000
1245
-200
1246
-800
1247
-400
1248
-1,250
1249
-400
1250
-400