OIM
Opus Investment Management Portfolio holdings
AUM
$150M
1-Year Est. Return
11.11%
1 Year Est. Return
+11.11%
AUM
$150M
AUM Growth
+$10.2M
(+7.3%)
Holding
30
Sector Composition
| 1 | Utilities | 16.57% |
| 2 | Technology | 13.34% |
| 3 | Healthcare | 11.58% |
| 4 | Consumer Staples | 9.85% |
| 5 | Industrials | 5.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Cisco
CSCO
$279B
| $1.39M | 0.92% |
20,000
|
|
||
27
CMS Energy
CMS
$22.4B
| $1.39M | 0.92% |
20,000
|
|
||
28
Lockheed Martin
LMT
$112B
| $926K | 0.62% |
2,000
|
|
||
29
Chevron
CVX
$313B
| $716K | 0.48% |
5,000
|
|
||
30
WEC Energy
WEC
$37.3B
| – | – |
-10,000
|
|