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
$354M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,666
New
Increased
Reduced
Closed

Top Buys

1 +$669K
2 +$643K
3 +$465K
4
MCD icon
McDonald's
MCD
+$414K
5
MRK icon
Merck
MRK
+$395K

Sector Composition

1 Financials 18.96%
2 Energy 13.48%
3 Healthcare 9.07%
4 Industrials 8.99%
5 Technology 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
-1,500
1527
-300
1528
-60
1529
-1,100
1530
-987
1531
-400
1532
-180
1533
-600
1534
-90
1535
-300
1536
-900
1537
-600
1538
-400
1539
-1,257
1540
-800
1541
-600
1542
-1,800
1543
-1,500
1544
-2,400
1545
-600
1546
-1,700
1547
-500
1548
-725
1549
-1,067
1550
-438