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
1551
$11K ﹤0.01%
+1,000
1552
$11K ﹤0.01%
+1,300
1553
$11K ﹤0.01%
+500
1554
$11K ﹤0.01%
+700
1555
$11K ﹤0.01%
+500
1556
$11K ﹤0.01%
+800
1557
$11K ﹤0.01%
+500
1558
$11K ﹤0.01%
+200
1559
$11K ﹤0.01%
+1,000
1560
$11K ﹤0.01%
+300
1561
$11K ﹤0.01%
+300
1562
$11K ﹤0.01%
+200
1563
$11K ﹤0.01%
+1,100
1564
$11K ﹤0.01%
+600
1565
$11K ﹤0.01%
+900
1566
$11K ﹤0.01%
+600
1567
$11K ﹤0.01%
+1,000
1568
$11K ﹤0.01%
+400
1569
$11K ﹤0.01%
+600
1570
$11K ﹤0.01%
+1,700
1571
$11K ﹤0.01%
+400
1572
$10K ﹤0.01%
+120
1573
$10K ﹤0.01%
+90
1574
$10K ﹤0.01%
+100
1575
$10K ﹤0.01%
+400
61 62
63
64 65