OIM
Opus Investment Management Portfolio holdings
AUM
$150M
This Quarter Return
+7.49%
1 Year Return
+11.11%
3 Year Return
+31.94%
5 Year Return
+67.24%
10 Year Return
+126.36%
AUM
$528M
AUM Growth
+$528M
(+7.1%)
Cap. Flow
+$6.24M
Cap. Flow
% of AUM
1.18%
Top 10 Holdings %
Top 10 Hldgs %
48.17%
Holding
92
New
3
Increased
9
Reduced
3
Closed
1
Top Buys
| 1 |
Apple
AAPL
|
$4.69M |
| 2 |
OGE Energy
OGE
|
$2.05M |
| 3 |
Interpublic Group of Companies
IPG
|
$1.98M |
| 4 |
Automatic Data Processing
ADP
|
$1.9M |
| 5 |
MetLife
MET
|
$892K |
Top Sells
| 1 |
Sysco
SYY
|
$2.67M |
| 2 |
CenterPoint Energy
CNP
|
$2.55M |
| 3 |
Kellanova
K
|
$1.62M |
| 4 |
Whirlpool
WHR
|
$772K |
Sector Composition
| 1 | Utilities | 16.53% |
| 2 | Consumer Staples | 7.62% |
| 3 | Financials | 6.8% |
| 4 | Technology | 6.46% |
| 5 | Healthcare | 5.47% |
