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
1426
$15K ﹤0.01%
+1,000
1427
$15K ﹤0.01%
+500
1428
$15K ﹤0.01%
+979
1429
$15K ﹤0.01%
+300
1430
$15K ﹤0.01%
+400
1431
$15K ﹤0.01%
+600
1432
$15K ﹤0.01%
+7,000
1433
$15K ﹤0.01%
+1,100
1434
$15K ﹤0.01%
+500
1435
$15K ﹤0.01%
+45
1436
$15K ﹤0.01%
+500
1437
$15K ﹤0.01%
+500
1438
$15K ﹤0.01%
+900
1439
$15K ﹤0.01%
+400
1440
$15K ﹤0.01%
+600
1441
$15K ﹤0.01%
+600
1442
$15K ﹤0.01%
+400
1443
$15K ﹤0.01%
+1,400
1444
$15K ﹤0.01%
+700
1445
$15K ﹤0.01%
+200
1446
$15K ﹤0.01%
+900
1447
$15K ﹤0.01%
+300
1448
$15K ﹤0.01%
+600
1449
$15K ﹤0.01%
+300
1450
$15K ﹤0.01%
+1,300
56 57
58
59 60