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
1626
$7K ﹤0.01%
+300
1627
$7K ﹤0.01%
+200
1628
$7K ﹤0.01%
+100
1629
$7K ﹤0.01%
+200
1630
$7K ﹤0.01%
+800
1631
$7K ﹤0.01%
+400
1632
$7K ﹤0.01%
+500
1633
$7K ﹤0.01%
+600
1634
$7K ﹤0.01%
+800
1635
$7K ﹤0.01%
+300
1636
$7K ﹤0.01%
+700
1637
$7K ﹤0.01%
+1,100
1638
$7K ﹤0.01%
+300
1639
$6K ﹤0.01%
+500
1640
$6K ﹤0.01%
+100
1641
$6K ﹤0.01%
+438
1642
$6K ﹤0.01%
+2,100
1643
$6K ﹤0.01%
+3,300
1644
$6K ﹤0.01%
+1,000
1645
$6K ﹤0.01%
+300
1646
$6K ﹤0.01%
+1,500
1647
$5K ﹤0.01%
+400
1648
$5K ﹤0.01%
+100
1649
$5K ﹤0.01%
+3,600
1650
$5K ﹤0.01%
+4,000
63 64 65
66
67