OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD

data from 30/06/2018

Capitalization

$ 1.005 B 2.57 %

Average holding period

18 ans

Performance

$ 216.776 M 49.34 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2018/06/30 MSFT Microsoft Corporation 3.94% 39.617 M $ 401754 2012/09/30 2.958 M $ 8.04 %
2018/06/30 JNJ Johnson & Johnson 1.88% 18.930 M $ 156005 2012/09/30 -1.053 M $ -5.31 %
2018/06/30 GOOG ALPHABET INC 1.88% 18.873 M $ 16917 2015/12/31 1.426 M $ 8.12 %
2018/06/30 AAPL Apple Computer 1.55% 15.561 M $ 84066 2012/09/30 1.444 M $ 10.32 %
2018/06/30 INTC INTEL CORP 1.42% 14.252 M $ 286703 2012/09/30 -677.827 K $ -4.55 %
2018/06/30 VZ VERIZON COMMUNICATIONS 1.38% 13.868 M $ 275655 2012/09/30 672.436 K $ 5.21 %
2018/06/30 V VISA INC CLASS A SHARES 1.24% 12.494 M $ 94328 2012/09/30 304.430 K $ 10.73 %
2018/06/30 PG PROCTER & GAMBLE CO 1.20% 12.090 M $ 154884 2012/09/30 -191.154 K $ -1.54 %
2018/06/30 CSCO CISCO SYSTEMS INC 1.20% 12.036 M $ 279707 2012/09/30 39.760 K $ 0.33 %
2018/06/30 XOM EXXON MOBIL CORP 1.03% 10.356 M $ 125174 2012/09/30 1.000 M $ 10.88 %
2018/06/30 MRK MERCK & CO INC NEW COM USD0.50 1.02% 10.271 M $ 169202 2012/09/30 1.069 M $ 11.43 %
2018/06/30 KO Coca Cola Com 1.02% 10.236 M $ 233378 2012/09/30 99.234 K $ 0.99 %
2018/06/30 MA MASTERCARD INC 0.95% 9.547 M $ 48579 2012/09/30 1.050 M $ 12.19 %
2018/06/30 DIS WALT DISNEY CO 0.93% 9.307 M $ 88798 2012/09/30 386.736 K $ 4.35 %
2018/06/30 PEP PEPSICO INC USD 0.90% 9.061 M $ 83226 2012/09/30 -23.275 K $ -0.26 %
2018/06/30 NFLX NETFLIX COM INC 0.85% 8.578 M $ 21914 2013/06/30 2.038 M $ 32.53 %
2018/06/30 AMZN AMAZON COM INC 0.81% 8.168 M $ 4805 2012/09/30 1.213 M $ 17.44 %
2018/06/30 IBM Intl Business Machines Corporation 0.81% 8.096 M $ 57954 2012/09/30 -782.384 K $ -8.94 %
2018/06/30 ABBV AbbVie Inc 0.79% 7.965 M $ 85968 2013/03/31 -50.736 K $ -2.11 %
2018/06/30 JPM JP MORGAN CHASE & CO 0.76% 7.670 M $ 73608 2012/09/30 -414.909 K $ -5.25 %
2018/06/30 T AT&T INC 0.76% 7.661 M $ 238581 2012/09/30 -665.571 K $ -9.92 %
2018/06/30 ORCL ORACLE SYSTEMS CORP 0.76% 7.656 M $ 173759 2012/09/30 -302.778 K $ -3.69 %
2018/06/30 CVX CHEVRON CORP 0.75% 7.519 M $ 59471 2012/09/30 714.543 K $ 10.86 %
2018/06/30 MCD McDonalds Corporation 0.72% 7.256 M $ 46305 2012/09/30 14.447 K $ 0.20 %
2018/06/30 AMGN AMGEEN INC 0.71% 7.159 M $ 38783 2012/09/30 575.448 K $ 8.28 %
2018/06/30 NVDA NVIDIA CORP COM 0.68% 6.827 M $ 28820 2012/12/31 154.543 K $ 2.25 %
2018/06/30 GGAL GRUPO FINANCIERO GALICIA 0.67% 6.744 M $ 204500 2012/09/30 -6.704 M $ -49.85 %
2018/06/30 TD TORONTO-DOMINION BANK 0.65% 6.551 M $ 113250 2012/09/30 112.665 K $ 1.79 %
2018/06/30 UNP UNION PACIFIC CORP 0.64% 6.431 M $ 45390 2012/09/30 334.152 K $ 5.39 %
2018/06/30 MMM 3M Company 0.63% 6.376 M $ 32413 2012/09/30 -618.115 K $ -8.69 %
2018/06/30 ADBE ADOBE SYSTEMS INC 0.63% 6.298 M $ 25833 2012/09/30 170.068 K $ 12.84 %
2018/06/30 COP CONOCOPHILLIPS 0.62% 6.184 M $ 88826 2012/09/30 896.912 K $ 17.42 %
2018/06/30 WFC WELLS FARGO AND COMPANY 0.59% 5.902 M $ 106465 2012/09/30 322.588 K $ 5.78 %
2018/06/30 TXN 2885409 0.58% 5.870 M $ 53243 2012/09/30 331.629 K $ 6.12 %
2018/06/30 NKE Nike Inc-CLB 0.58% 5.823 M $ 73074 2012/09/30 901.299 K $ 19.93 %
2018/06/30 SLB SCHLUMBERGER LTD 0.57% 5.736 M $ 85570 2012/09/30 193.432 K $ 3.47 %
2018/06/30 BAC Bankamerica 0.55% 5.540 M $ 196540 2012/09/30 -349.271 K $ -6.00 %
2018/06/30 META FACEBOOK A 0.54% 5.435 M $ 27969 2012/12/31 965.769 K $ 21.61 %
2018/06/30 GILD GILEAD SCIENCES 0.53% 5.311 M $ 74971 2012/09/30 -332.928 K $ -6.04 %
2018/06/30 BRK-B BERKSHIRE HATHAWAY CLASS B COM 0.52% 5.208 M $ 27904 2012/09/30 -358.008 K $ -6.43 %
2018/06/30 BMY Bristol-Myers Squibb Co 0.52% 5.200 M $ 93968 2012/09/30 -757.524 K $ -12.51 %
2018/06/30 BKNG Booking Holdings Inc 0.51% 5.175 M $ 2553 2018/03/31 -136.074 K $ -2.56 %
2018/06/30 TEO TELECOM ARGENTINA SA BLOCK 0.51% 5.111 M $ 288100 2017/06/30 -3.915 M $ -43.38 %
2018/06/30 LOW LOWES COMPANIES 0.47% 4.711 M $ 49295 2012/09/30 375.320 K $ 8.91 %
2018/06/30 CAT CATERPILLAR INC 0.47% 4.703 M $ 34664 2012/09/30 -405.915 K $ -7.95 %
2018/06/30 PFE PFIZER INC 0.46% 4.663 M $ 128530 2012/09/30 94.488 K $ 2.23 %
2018/06/30 GOOGL ALPHABET INC 0.46% 4.612 M $ 4084 2015/12/31 366.528 K $ 8.87 %
2018/06/30 CRM SALESFORCE.COM INC 0.46% 4.610 M $ 33794 2012/12/31 661.169 K $ 17.28 %
2018/06/30 C CITIGROUP INC 0.45% 4.476 M $ 66890 2012/09/30 -38.796 K $ -0.86 %
2018/06/30 BNS Bank Of Nova Scotia 0.44% 4.414 M $ 77998 2012/09/30 -352.119 K $ -7.43 %
2018/06/30 UPS UNITED PARCEL SERVICE 0.44% 4.407 M $ 41490 2012/09/30 63.412 K $ 1.50 %
2018/06/30 SU SUNCOR ENERGY INC 0.42% 4.266 M $ 104899 2012/09/30 644.079 K $ 18.15 %
2018/06/30 AXP American Express Co 0.42% 4.256 M $ 43424 2012/09/30 210.153 K $ 5.06 %
2018/06/30 GE GENERAL ELECTRIC 0.42% 4.197 M $ 308381 2012/09/30 24.855 K $ 0.60 %
2018/06/30 UNH United Healthcare Group Inc 0.42% 4.194 M $ 17096 2012/09/30 529.520 K $ 14.64 %
2018/06/30 ELV ANTHEM INC 0.40% 3.998 M $ 16798 2014/12/31 307.907 K $ 8.34 %
2018/06/30 OXY OCCIDENTAL PETRLM COM 0.40% 3.979 M $ 47545 2012/09/30 861.962 K $ 28.82 %
2018/06/30 PNC PNC FINANCIAL SERVICES GROUP 0.38% 3.858 M $ 28557 2012/09/30 -460.909 K $ -10.67 %
2018/06/30 AIG American International Group 0.37% 3.743 M $ 70600 2012/09/30 -95.059 K $ -2.57 %
2018/06/30 MDLZ Mondelez International Inc. 0.36% 3.659 M $ 89232 2012/12/31 -66.234 K $ -1.75 %
2018/06/30 BLK Blackrock Inc 0.36% 3.639 M $ 7293 2012/09/30 -302.729 K $ -7.88 %
2018/06/30 SBUX STARBUCKS CORP COM USD0.01 0.36% 3.582 M $ 73329 2012/12/31 -662.894 K $ -15.62 %
2018/06/30 HD HOME DEPOT INC 0.36% 3.581 M $ 18354 2012/09/30 322.936 K $ 9.46 %
2018/06/30 CNI CANADIAN NATIONAL RAILWAY CO 0.35% 3.564 M $ 43600 2012/09/30 389.624 K $ 11.82 %
2018/06/30 VLO VALERO ENERGY CORP 0.35% 3.557 M $ 32094 2012/09/30 565.169 K $ 19.47 %
2018/06/30 SCHW Schwab (Charles) Corporation 0.35% 3.487 M $ 68232 2012/09/30 -76.195 K $ -2.14 %
2018/06/30 PSX Phillips 66 0.34% 3.465 M $ 30850 2012/09/30 522.021 K $ 17.09 %
2018/06/30 AMT American Tower Corp 0.34% 3.452 M $ 23943 2012/09/30 -25.673 K $ -0.81 %
2018/06/30 BMO Bank Montreal 0.34% 3.448 M $ 44633 2012/09/30 74.584 K $ 2.26 %
2018/06/30 BDX Becton Dickinson & Co 0.34% 3.429 M $ 14312 2012/09/30 326.989 K $ 10.54 %
2018/06/30 ENB ENBRIDGE INC 0.34% 3.421 M $ 95759 2012/09/30 338.633 K $ 13.78 %
2018/06/30 BK Bank of New York Mellon 0.34% 3.398 M $ 63000 2012/09/30 151.199 K $ 4.66 %
2018/06/30 BIIB BIOGEN IDEC INC 0.34% 3.394 M $ 11695 2012/09/30 192.031 K $ 6.00 %
2018/06/30 SO SOUTHERN CO 0.34% 3.374 M $ 72862 2012/09/30 120.222 K $ 3.69 %
2018/06/30 TJX TJX COMPANIES INC 0.33% 3.350 M $ 35200 2012/09/30 163.440 K $ 16.69 %
2018/06/30 WMT WAL MART STORES 0.33% 3.276 M $ 38247 2012/09/30 -122.034 K $ -3.74 %
2018/06/30 CELG CELGENE CORP 0.32% 3.220 M $ 40549 2012/09/30 -396.974 K $ -10.98 %
2018/06/30 CSX CSX Corp 0.32% 3.203 M $ 50227 2012/09/30 435.190 K $ 14.49 %
2018/06/30 CME CME GROUP INC COM STK USD0.01 CLASS A 0.31% 3.146 M $ 19190 2012/09/30 41.834 K $ 1.35 %
2018/06/30 CL COLGATE PALMOLIVE CO 0.31% 3.091 M $ 47690 2012/09/30 -334.500 K $ -9.58 %
2018/06/30 COF Capital One Financial Corp 0.30% 3.054 M $ 33233 2012/09/30 -57.361 K $ -4.09 %
2018/06/30 CMCSA COMCAST CORP CLA 0.30% 3.042 M $ 92730 2012/09/30 -126.112 K $ -3.98 %
2018/06/30 SPGI MCGRAW HILL FINANCIAL 0.29% 2.935 M $ 14395 2016/06/30 176.989 K $ 6.71 %
2018/06/30 BA BOEING CO 0.29% 2.929 M $ 8730 2012/09/30 69.661 K $ 2.33 %
2018/06/30 PRU PRUDENTIAL FINANCIAL INC 0.29% 2.899 M $ 31000 2012/09/30 -311.239 K $ -9.70 %
2018/06/30 AMAT Applied Material 0.27% 2.762 M $ 59800 2012/09/30 -579.330 K $ -16.94 %
2018/06/30 INTU Intuit Inc 0.27% 2.758 M $ 13500 2012/09/30 417.960 K $ 17.86 %
2018/06/30 CTSH COGNIZANT TECH SOLUT 0.27% 2.756 M $ 34885 2012/09/30 -52.676 K $ -1.88 %
2018/06/30 DE Deere & Co 0.27% 2.707 M $ 19366 2012/09/30 -274.176 K $ -9.99 %
2018/06/30 NSC NORFOLK STHN CORP 0.27% 2.670 M $ 17699 2012/09/30 267.077 K $ 11.11 %
2018/06/30 HUM HUMANA INC 0.27% 2.666 M $ 8959 2012/09/30 263.779 K $ 10.71 %
2018/06/30 Praxair Inc 0.26% 2.628 M $ 16614 2012/09/30 214.254 K $ 9.63 %
2018/06/30 D Dominion Resources 0.26% 2.584 M $ 37899 2012/09/30 28.424 K $ 1.11 %
2018/06/30 RY Royal Bank of Canada 0.25% 2.560 M $ 34024 2012/09/30 -67.707 K $ -2.60 %
2018/06/30 MPC MARATHON PETROLEUM CORP 0.25% 2.553 M $ 36395 2012/09/30 -112.380 K $ -4.04 %
2018/06/30 HPQ HP 0.25% 2.507 M $ 110507 2015/12/31 88.632 K $ 3.51 %
2018/06/30 PM PHILLIP MORRIS INTL 0.25% 2.482 M $ 30737 2012/09/30 -573.552 K $ -18.77 %
2018/06/30 BABA Alibaba Group Holding Ltd 0.25% 2.471 M $ 13319 2016/12/31 26.305 K $ 1.08 %
2018/06/30 AFL AFLAC INC 0.24% 2.461 M $ 57212 2012/09/30 -42.336 K $ -1.69 %
2018/06/30 CI Cigna Corp 0.24% 2.421 M $ 14244 2012/09/30 31.479 K $ 1.32 %