OMCS

Old Mutual Customised Solutions Portfolio holdings

AUM $1B
1-Year Est. Return 15.88%
This Fund
S&P 500
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 +$709K
2 +$604K
3 +$487K
4
MCD icon
McDonald's
MCD
+$420K
5
MRK icon
Merck
MRK
+$397K

Sector Composition

1 Financials 18.96%
2 Energy 13.48%
3 Industrials 9.12%
4 Healthcare 9.07%
5 Technology 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
-600
1277
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1278
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1279
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1280
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1281
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1283
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1284
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1286
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1287
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1290
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1291
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1292
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1293
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1294
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1295
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1296
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1297
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1298
-1,000
1299
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1300
-506