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
$345M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,658
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$7.11M
3
+$5.33M
4
T icon
AT&T
T
+$4.86M
5
BAC icon
Bank of America
BAC
+$4.79M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.89%
2 Energy 12.49%
3 Industrials 9.48%
4 Healthcare 9.01%
5 Technology 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$16K ﹤0.01%
+500
1402
$16K ﹤0.01%
+500
1403
$16K ﹤0.01%
+968
1404
$16K ﹤0.01%
+961
1405
$16K ﹤0.01%
+300
1406
$16K ﹤0.01%
+900
1407
$16K ﹤0.01%
+700
1408
$16K ﹤0.01%
+500
1409
$16K ﹤0.01%
+400
1410
$16K ﹤0.01%
+500
1411
$16K ﹤0.01%
+200
1412
$16K ﹤0.01%
+500
1413
$16K ﹤0.01%
+600
1414
$16K ﹤0.01%
+1,100
1415
$16K ﹤0.01%
+4
1416
$16K ﹤0.01%
+800
1417
$16K ﹤0.01%
+300
1418
$15K ﹤0.01%
+400
1419
$15K ﹤0.01%
+600
1420
$15K ﹤0.01%
+700
1421
$15K ﹤0.01%
+500
1422
$15K ﹤0.01%
+500
1423
$15K ﹤0.01%
+1,100
1424
$15K ﹤0.01%
+400
1425
$15K ﹤0.01%
+1,000
55 56
57
58 59