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
1326
-300
1327
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1328
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1330
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1331
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1332
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1333
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1334
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1335
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1336
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1337
-2,400
1338
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1339
-1,000
1340
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1341
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1342
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1343
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1344
-1,700
1345
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1346
-725
1347
-1,067
1348
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1349
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1350
-400