OIM

Opus Investment Management Portfolio holdings

AUM $150M
1-Year Est. Return 11.11%
This Quarter Est. Return
1 Year Est. Return
+11.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$568M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.52M
3
+$2.2M
4
KMB icon
Kimberly-Clark
KMB
+$1.14M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.05M

Top Sells

1
+$7.46M
2
+$7.46M
3
+$7.42M
4
DVY icon
iShares Select Dividend ETF
DVY
+$7.41M
5
UNP icon
Union Pacific
UNP
+$4.79M

Sector Composition

1 Utilities 20.06%
2 Consumer Staples 11.41%
3 Healthcare 5.53%
4 Industrials 4.21%
5 Technology 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.79M 1.02%
103,123
27
$5.61M 0.99%
105,000
28
$5.57M 0.98%
139,200
29
$5.5M 0.97%
63,000
30
$5.49M 0.97%
144,778
31
$5.48M 0.96%
88,700
32
$5.42M 0.95%
159,142
33
$5.31M 0.93%
128,000
34
$5.26M 0.93%
129,209
35
$5.13M 0.9%
45,000
+10,000
36
$5.11M 0.9%
116,700
37
$5.04M 0.89%
96,600
38
$5.03M 0.88%
+48,300
39
$4.96M 0.87%
154,800
40
$4.91M 0.86%
33,600
41
$4.8M 0.85%
57,270
42
$4.8M 0.85%
102,100
-20,000
43
$4.68M 0.82%
85,000
-20,000
44
$4.68M 0.82%
89,165
45
$4.67M 0.82%
59,900
46
$4.52M 0.8%
+70,000
47
$4.5M 0.79%
64,965
48
$4.48M 0.79%
91,000
49
$4.41M 0.78%
146,000
+10,000
50
$4.41M 0.78%
121,600
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