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
1551
-70
1552
-900
1553
-600
1554
-640
1555
-1,200
1556
-900
1557
-3,000
1558
-400
1559
-400
1560
-1,200
1561
-500
1562
-900
1563
-1,000
1564
-1,100
1565
-2,531
1566
-600
1567
-1,300
1568
-2,100
1569
-3,402
1570
-900
1571
-600
1572
-1,500
1573
-1,500
1574
-2,100
1575
-4