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
$648M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
830
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.93M
3
+$1.53M
4
XOM icon
Exxon Mobil
XOM
+$1.52M
5
VZ icon
Verizon
VZ
+$1.51M

Top Sells

1
+$1.01M
2
+$549K
3
+$542K
4
BAC icon
Bank of America
BAC
+$473K
5
DVN icon
Devon Energy
DVN
+$464K

Sector Composition

1 Financials 19.03%
2 Technology 13.25%
3 Healthcare 11.75%
4 Energy 10.06%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.29M 0.2%
11,866
+1,266
127
$1.28M 0.2%
4,784
+1,384
128
$1.28M 0.2%
11,399
+1,099
129
$1.26M 0.2%
36,300
130
$1.26M 0.19%
21,360
+2,260
131
$1.24M 0.19%
16,829
+1,029
132
$1.24M 0.19%
34,312
+3,912
133
$1.22M 0.19%
15,025
+925
134
$1.21M 0.19%
25,796
+1,561
135
$1.21M 0.19%
20,385
+3,985
136
$1.21M 0.19%
10,214
+1,214
137
$1.2M 0.19%
16,428
+1,928
138
$1.19M 0.18%
11,019
+2,219
139
$1.19M 0.18%
5,759
+759
140
$1.18M 0.18%
8,995
+1,095
141
$1.17M 0.18%
27,199
+199
142
$1.15M 0.18%
42,614
+5,814
143
$1.15M 0.18%
19,247
+2,647
144
$1.15M 0.18%
14,442
+1,842
145
$1.13M 0.17%
14,561
+5,161
146
$1.12M 0.17%
13,940
+940
147
$1.12M 0.17%
34,800
+8,000
148
$1.09M 0.17%
20,959
+3,159
149
$1.08M 0.17%
24,354
+5,454
150
$1.08M 0.17%
11,416
+1,516
4 5
6
7 8