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
$1.63B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$51.2M
2 +$43.8M
3 +$43.3M
4
MTRN icon
Materion
MTRN
+$42M
5
PDS
Precision Drilling
PDS
+$40.7M

Top Sells

No sells this quarter

Sector Composition

1 Financials 23.6%
2 Industrials 21.05%
3 Energy 10.44%
4 Technology 8.96%
5 Materials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$262K 0.02%
+3,297
127
$214K 0.01%
+9,152
128
$89K 0.01%
+14,075