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
1576
$10K ﹤0.01%
+55
1577
$10K ﹤0.01%
+805
1578
$10K ﹤0.01%
+300
1579
$10K ﹤0.01%
+506
1580
$10K ﹤0.01%
+1,600
1581
$10K ﹤0.01%
+400
1582
$10K ﹤0.01%
+1,200
1583
$10K ﹤0.01%
+200
1584
$10K ﹤0.01%
+733
1585
$10K ﹤0.01%
+400
1586
$10K ﹤0.01%
+400
1587
$10K ﹤0.01%
+700
1588
$10K ﹤0.01%
+600
1589
$10K ﹤0.01%
+500
1590
$10K ﹤0.01%
+1,800
1591
$10K ﹤0.01%
+700
1592
$10K ﹤0.01%
+1,400
1593
$10K ﹤0.01%
+1,500
1594
$10K ﹤0.01%
+600
1595
$10K ﹤0.01%
+300
1596
$10K ﹤0.01%
+80
1597
$10K ﹤0.01%
+1,500
1598
$10K ﹤0.01%
+587
1599
$10K ﹤0.01%
+600
1600
$10K ﹤0.01%
+1,400
62 63
64
65 66