OIM
Opus Investment Management Portfolio holdings
AUM
$161M
1-Year Est. Return
9.25%
1 Year Est. Return
+9.25%
AUM
$161M
AUM Growth
+$10.8M
(+7.2%)
Holding
29
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Utilities | 16.71% |
| 2 | Technology | 12.85% |
| 3 | Healthcare | 12.66% |
| 4 | Consumer Staples | 9.64% |
| 5 | Energy | 5.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Cisco
CSCO
$300B
| $1.37M | 0.85% |
20,000
|
|
||
27
Procter & Gamble
PG
$345B
| $1.37M | 0.85% |
8,900
|
|
||
28
Lockheed Martin
LMT
$110B
| $998K | 0.62% |
2,000
|
|
||
29
Chevron
CVX
$299B
| $776K | 0.48% |
5,000
|
|