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
$575M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$2.76M
3
+$1.56M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.03M
5
EMN icon
Eastman Chemical
EMN
+$952K

Top Sells

1
+$2.88M
2
+$1.18M
3
+$1.02M
4
DUK icon
Duke Energy
DUK
+$959K
5
LEG icon
Leggett & Platt
LEG
+$818K

Sector Composition

1 Utilities 16.63%
2 Consumer Staples 8.4%
3 Financials 7.76%
4 Healthcare 5.73%
5 Technology 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.61M 0.98%
141,900
+900
27
$5.47M 0.95%
117,800
28
$5.47M 0.95%
64,000
29
$5.39M 0.94%
55,550
+350
30
$5.34M 0.93%
156,519
+17,391
31
$5.09M 0.88%
40,900
32
$5.07M 0.88%
66,900
33
$4.97M 0.86%
35,000
34
$4.95M 0.86%
25,600
35
$4.87M 0.85%
73,094
36
$4.83M 0.84%
37,300
37
$4.67M 0.81%
154,693
+10,000
38
$4.37M 0.76%
55,000
39
$4.32M 0.75%
48,050
+3,750
40
$4.04M 0.7%
80,000
41
$4.03M 0.7%
34,250
+500
42
$3.87M 0.67%
32,300
43
$3.85M 0.67%
32,500
44
$3.85M 0.67%
40,200
-10,000
45
$3.81M 0.66%
101,552
+13,052
46
$3.74M 0.65%
50,750
+550
47
$3.63M 0.63%
44,800
48
$3.6M 0.63%
59,640
49
$3.59M 0.62%
56,900
50
$3.49M 0.61%
29,400
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