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
1276
$19K 0.01%
+400
1277
$19K 0.01%
+800
1278
$19K 0.01%
+800
1279
$19K 0.01%
+400
1280
$19K 0.01%
+400
1281
$19K 0.01%
+800
1282
$19K 0.01%
+400
1283
$19K 0.01%
+400
1284
$19K 0.01%
+1,200
1285
$19K 0.01%
+612
1286
$19K 0.01%
+900
1287
$19K 0.01%
+400
1288
$19K 0.01%
+300
1289
$19K 0.01%
+55
1290
$19K 0.01%
+1,200
1291
$19K 0.01%
+600
1292
$19K 0.01%
+700
1293
$19K 0.01%
+1,482
1294
$19K 0.01%
+1,400
1295
$19K 0.01%
+1,400
1296
$19K 0.01%
+1,900
1297
$19K 0.01%
+500
1298
$19K 0.01%
+300
1299
$19K 0.01%
+300
1300
$19K 0.01%
+800
50 51
52
53 54