OCG

Opus Capital Group Portfolio holdings

AUM $835M
1-Year Est. Return 10.02%
This Quarter Est. Return
1 Year Est. Return
+10.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$409M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1 +$3.7M
2 +$3.37M
3 +$2.56M
4
MUR icon
Murphy Oil
MUR
+$2.44M
5
THG icon
Hanover Insurance
THG
+$2.43M

Top Sells

1 +$3.16M
2 +$2.94M
3 +$2.56M
4
LCII icon
LCI Industries
LCII
+$2.45M
5
MHO icon
M/I Homes
MHO
+$2.3M

Sector Composition

1 Financials 12.51%
2 Industrials 7.43%
3 Consumer Discretionary 7.12%
4 Technology 5.09%
5 Real Estate 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-72,252
227
-35,963