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OIM
Opus Investment Management Portfolio holdings
AUM
$168M
1-Year Est. Return
17.01%
This Fund
S&P 500
1 Year Est. Return
+17.01%
AUM
$168M
AUM Growth
+$3.26M
(+2%)
Holding
30
Top Sells
| 1 | +$2.65M | |
| 2 | +$2.49M | |
| 3 | +$876K | |
| 4 |
Chevron
CVX
|
+$228K |
Sector Composition
| 1 | Utilities | 15.52% |
| 2 | Healthcare | 13.95% |
| 3 | Technology | 11.29% |
| 4 | Consumer Staples | 10.7% |
| 5 | Industrials | 5.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Blackrock
BLK
$163B
| $1.44M | 0.86% |
1,500
|
|
||
27
Home Depot
HD
$336B
| $1.38M | 0.82% |
4,200
|
|
||
28
Procter & Gamble
PG
$355B
| $1.29M | 0.77% |
8,900
|
|
||
29
Lockheed Martin
LMT
$124B
| $1.21M | 0.72% |
2,000
|
|
||
|
30
Chevron
CVX
$359B
| $776K | 0.46% |
3,750
-1,250
|
|