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
1301
$19K 0.01%
+400
1302
$19K 0.01%
+600
1303
$19K 0.01%
+300
1304
$18K 0.01%
+1
1305
$18K 0.01%
+1,500
1306
$18K 0.01%
+800
1307
$18K 0.01%
+700
1308
$18K 0.01%
+300
1309
$18K 0.01%
+1,500
1310
$18K 0.01%
+500
1311
$18K 0.01%
+1,400
1312
$18K 0.01%
+800
1313
$18K 0.01%
+800
1314
$18K 0.01%
+800
1315
$18K 0.01%
+300
1316
$18K 0.01%
+4,000
1317
$18K 0.01%
+300
1318
$18K 0.01%
+600
1319
$18K 0.01%
+1,400
1320
$18K 0.01%
+400
1321
$18K 0.01%
+1,200
1322
$18K 0.01%
+500
1323
$18K 0.01%
+400
1324
$18K 0.01%
+400
1325
$18K 0.01%
+1,600
51 52
53
54 55