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
1526
$12K ﹤0.01%
+90
1527
$12K ﹤0.01%
+1,000
1528
$12K ﹤0.01%
+700
1529
$12K ﹤0.01%
+400
1530
$12K ﹤0.01%
+400
1531
$12K ﹤0.01%
+1,000
1532
$12K ﹤0.01%
+1,100
1533
$12K ﹤0.01%
+1,300
1534
$12K ﹤0.01%
+1,500
1535
$12K ﹤0.01%
+900
1536
$12K ﹤0.01%
+300
1537
$12K ﹤0.01%
+1,200
1538
$12K ﹤0.01%
+100
1539
$12K ﹤0.01%
+300
1540
$11K ﹤0.01%
+330
1541
$11K ﹤0.01%
+200
1542
$11K ﹤0.01%
+500
1543
$11K ﹤0.01%
+300
1544
$11K ﹤0.01%
+1,300
1545
$11K ﹤0.01%
+1,000
1546
$11K ﹤0.01%
+800
1547
$11K ﹤0.01%
+60
1548
$11K ﹤0.01%
+1,000
1549
$11K ﹤0.01%
+400
1550
$11K ﹤0.01%
+1,300
60 61
62
63 64