OIM
Opus Investment Management Portfolio holdings
AUM
$164M
1-Year Est. Return
15.03%
This Fund
S&P 500
1 Year Est. Return
+15.03%
AUM
$164M
AUM Growth
+$3.11M
(+1.9%)
Holding
29
Top Sells
No sells this quarter
Sector Composition
| 1 | Utilities | 15.98% |
| 2 | Healthcare | 13.43% |
| 3 | Technology | 12.61% |
| 4 | Consumer Staples | 9.94% |
| 5 | Energy | 4.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
CMS Energy
CMS
$24B
| $1.4M | 0.85% |
20,000
|
|
||
27
Procter & Gamble
PG
$352B
| $1.28M | 0.78% |
8,900
|
|
||
28
Lockheed Martin
LMT
$146B
| $967K | 0.59% |
2,000
|
|
||
29
Chevron
CVX
$392B
| $762K | 0.46% |
5,000
|
|