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
1251
-700
1252
-1,200
1253
-800
1254
-1,035
1255
-400
1256
-800
1257
-87
1258
-400
1259
-85
1260
-1,600
1261
-1,000
1262
-3,200
1263
-700
1264
-600
1265
-700
1266
-1,100
1267
-1,400
1268
-800
1269
-800
1270
-400
1271
-2,100
1272
-1,605
1273
-400
1274
-500
1275
-733