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
1451
$15K ﹤0.01%
+2,400
1452
$15K ﹤0.01%
+500
1453
$15K ﹤0.01%
+1,050
1454
$15K ﹤0.01%
+300
1455
$14K ﹤0.01%
+500
1456
$14K ﹤0.01%
+200
1457
$14K ﹤0.01%
+4,500
1458
$14K ﹤0.01%
+700
1459
$14K ﹤0.01%
+500
1460
$14K ﹤0.01%
+600
1461
$14K ﹤0.01%
+160
1462
$14K ﹤0.01%
+300
1463
$14K ﹤0.01%
+400
1464
$14K ﹤0.01%
+700
1465
$14K ﹤0.01%
+600
1466
$14K ﹤0.01%
+2,200
1467
$14K ﹤0.01%
+800
1468
$14K ﹤0.01%
+1,200
1469
$14K ﹤0.01%
+900
1470
$14K ﹤0.01%
+1,000
1471
$14K ﹤0.01%
+1,000
1472
$14K ﹤0.01%
+3,000
1473
$14K ﹤0.01%
+35
1474
$14K ﹤0.01%
+300
1475
$14K ﹤0.01%
+800
57 58
59
60 61