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
$528M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.98M
3
+$1.9M
4
MET icon
MetLife
MET
+$892K
5
INTC icon
Intel
INTC
+$682K

Top Sells

1
+$2.67M
2
+$2.55M
3
+$1.61M
4
WHR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.55M 1.05%
37,300
27
$5.53M 1.05%
67,600
28
$5.51M 1.04%
106,778
29
$5.48M 1.04%
48,400
30
$5.4M 1.02%
98,400
31
$5.39M 1.02%
154,938
32
$5.35M 1.01%
64,000
33
$5.17M 0.98%
15,400
34
$5.17M 0.98%
35,000
35
$5.14M 0.97%
101,900
36
$5.03M 0.95%
51,395
37
$4.8M 0.91%
54,200
38
$4.52M 0.86%
20,600
39
$4.5M 0.85%
209,192
40
$4.12M 0.78%
55,200
41
$4.11M 0.78%
108,100
42
$3.52M 0.67%
6,240
43
$3.35M 0.63%
68,000
44
$3.33M 0.63%
12,000
45
$3.25M 0.62%
33,750
46
$3.17M 0.6%
55,084
47
$3.12M 0.59%
48,978
+4,000
48
$3.05M 0.58%
48,050
49
$3.04M 0.58%
38,900
50
$3M 0.57%
50,500
+4,600
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