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
$474M
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.3M
3
+$1.96M
4
WHR icon
Whirlpool
WHR
+$1.39M
5
WRK
WestRock Company
WRK
+$857K

Top Sells

1
+$3.58M
2
+$1.75M
3
+$1.68M
4
PPL icon
PPL Corp
PPL
+$1.66M
5
EVRG icon
Evergy
EVRG
+$1.38M

Sector Composition

1 Utilities 16.6%
2 Consumer Staples 7.78%
3 Financials 6.33%
4 Healthcare 5.32%
5 Technology 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.61M 0.97%
209,192
27
$4.5M 0.95%
40,900
28
$4.48M 0.94%
48,400
-650
29
$4.47M 0.94%
35,000
30
$4.42M 0.93%
98,400
31
$4.18M 0.88%
55,200
-350
32
$4.18M 0.88%
101,900
33
$4.15M 0.88%
51,395
-2,350
34
$4.02M 0.85%
117,000
+7,000
35
$3.99M 0.84%
117,800
36
$3.98M 0.84%
15,400
37
$3.43M 0.72%
54,000
38
$3.41M 0.72%
20,600
39
$3.36M 0.71%
59,640
40
$3.33M 0.7%
108,100
+6,000
41
$3.29M 0.69%
35,200
+2,900
42
$3.25M 0.69%
40,200
43
$3.23M 0.68%
44,800
44
$3.04M 0.64%
33,750
-500
45
$3M 0.63%
114,403
46
$2.97M 0.63%
118,795
47
$2.75M 0.58%
6,240
+1,240
48
$2.65M 0.56%
48,094
-25,000
49
$2.54M 0.54%
164,693
50
$2.51M 0.53%
55,000
1
2
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