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
1476
$14K ﹤0.01%
+200
1477
$14K ﹤0.01%
+300
1478
$14K ﹤0.01%
+700
1479
$14K ﹤0.01%
+700
1480
$14K ﹤0.01%
+1,000
1481
$14K ﹤0.01%
+300
1482
$14K ﹤0.01%
+1,000
1483
$14K ﹤0.01%
+1,200
1484
$14K ﹤0.01%
+900
1485
$14K ﹤0.01%
+2,900
1486
$14K ﹤0.01%
+3,142
1487
$14K ﹤0.01%
+679
1488
$14K ﹤0.01%
+700
1489
$14K ﹤0.01%
+500
1490
$13K ﹤0.01%
+300
1491
$13K ﹤0.01%
+800
1492
$13K ﹤0.01%
+400
1493
$13K ﹤0.01%
+2,000
1494
$13K ﹤0.01%
+4,393
1495
$13K ﹤0.01%
+3,200
1496
$13K ﹤0.01%
+500
1497
$13K ﹤0.01%
+600
1498
$13K ﹤0.01%
+600
1499
$13K ﹤0.01%
+300
1500
$13K ﹤0.01%
+1,300
58 59
60
61 62