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
1601
$10K ﹤0.01%
+1,700
1602
$9K ﹤0.01%
+2,200
1603
$9K ﹤0.01%
+300
1604
$9K ﹤0.01%
+258
1605
$9K ﹤0.01%
+600
1606
$9K ﹤0.01%
+200
1607
$9K ﹤0.01%
+550
1608
$9K ﹤0.01%
+2,300
1609
$9K ﹤0.01%
+900
1610
$9K ﹤0.01%
+200
1611
$9K ﹤0.01%
+300
1612
$8K ﹤0.01%
+400
1613
$8K ﹤0.01%
+1,200
1614
$8K ﹤0.01%
+900
1615
$8K ﹤0.01%
+300
1616
$8K ﹤0.01%
+200
1617
$8K ﹤0.01%
+600
1618
$8K ﹤0.01%
+200
1619
$8K ﹤0.01%
+413
1620
$8K ﹤0.01%
+280
1621
$8K ﹤0.01%
+2,500
1622
$8K ﹤0.01%
+4,300
1623
$8K ﹤0.01%
+400
1624
$8K ﹤0.01%
+700
1625
$8K ﹤0.01%
+800
63 64
65
66 67