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
1326
-400
1327
-4,700
1328
-1,400
1329
-500
1330
-500
1331
-2,098
1332
-200
1333
-1,200
1334
-5,100
1335
-900
1336
-600
1337
-600
1338
-2,000
1339
-100
1340
-900
1341
-7,000
1342
-300
1343
-800
1344
-900
1345
-90
1346
-600
1347
-100
1348
-900
1349
-800
1350
-600