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
1251
$20K 0.01%
+700
1252
$20K 0.01%
+800
1253
$20K 0.01%
+400
1254
$20K 0.01%
+2,000
1255
$20K 0.01%
+800
1256
$19K 0.01%
+2,900
1257
$19K 0.01%
+3,402
1258
$19K 0.01%
+700
1259
$19K 0.01%
+400
1260
$19K 0.01%
+1,200
1261
$19K 0.01%
+300
1262
$19K 0.01%
+900
1263
$19K 0.01%
+800
1264
$19K 0.01%
+1,025
1265
$19K 0.01%
+400
1266
$19K 0.01%
+240
1267
$19K 0.01%
+1,100
1268
$19K 0.01%
+677
1269
$19K 0.01%
+2,600
1270
$19K 0.01%
+100
1271
$19K 0.01%
+500
1272
$19K 0.01%
+400
1273
$19K 0.01%
+300
1274
$19K 0.01%
+500
1275
$19K 0.01%
+600
49 50
51
52 53