Old Mutual Customised Solutions PTY Limited

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Old Mutual Customised Solutions PTY Limited
CRD #148959
SEC #801-69945
CIK #0001463524
AUM
Employees 6 (67% Investors, 0% Brokers)
Phone27215095022
AddressMutual Park
Pinelands, South Africa
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
7.56.04.53.01.50.02008201320192025
CIK Period
0001463524
Sector Form 13F Holdings Value ($M)
Microsoft Corp 39.6
Johnson & Johnson 18.9
Alphabet Inc 18.9
Apple Inc 15.6
Intel Corp 14.3
Verizon Communications Inc 13.9
VISA Inc 12.5
Procter & Gamble Co 12.1
Cisco Systems Inc 12.0
Exxon Mobil Corp 10.4
Merck & Co Inc 10.3
Coca Cola Co 10.2
Mastercard Inc 9.5
Walt Disney Co 9.3
PepsiCo Inc 9.1
Netflix Inc 8.6
Amazon Com Inc 8.2
International Business Machines Corp 8.1
AbbVie Inc 8.0
J P Morgan Chase & Co 7.7
AT&T Inc 7.7
Oracle Corp 7.7
Chevron Corp 7.5
McDonalds Corp 7.3
Amgen Inc 7.2
Nvidia Corp 6.8
Grupo Financiero Galicia Sa 6.7
Toronto Dominion Bank 6.6
Union Pacific Corp 6.4
3M Co 6.4
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AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.2
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 3 0.2
By Discretionary
Discretionary 0 0.0
Non-Discretionary 3 0.2
Total 3 0.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.2
Total 3 0.2
EDGAR Form CIK 2011 - 2025
13F-HR [0001463524]
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