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
1351
$17K ﹤0.01%
+900
1352
$17K ﹤0.01%
+300
1353
$17K ﹤0.01%
+2,000
1354
$17K ﹤0.01%
+800
1355
$17K ﹤0.01%
+400
1356
$17K ﹤0.01%
+1,200
1357
$17K ﹤0.01%
+600
1358
$17K ﹤0.01%
+700
1359
$17K ﹤0.01%
+35
1360
$17K ﹤0.01%
+900
1361
$17K ﹤0.01%
+1,000
1362
$17K ﹤0.01%
+777
1363
$17K ﹤0.01%
+640
1364
$17K ﹤0.01%
+300
1365
$17K ﹤0.01%
+300
1366
$17K ﹤0.01%
+200
1367
$17K ﹤0.01%
+600
1368
$17K ﹤0.01%
+1,040
1369
$17K ﹤0.01%
+283
1370
$17K ﹤0.01%
+600
1371
$17K ﹤0.01%
+300
1372
$17K ﹤0.01%
+2,900
1373
$17K ﹤0.01%
+700
1374
$17K ﹤0.01%
+193
1375
$17K ﹤0.01%
+1,666
53 54
55
56 57