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
$683M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.37M
3
+$3.28M
4
KEY icon
KeyCorp
KEY
+$2.64M
5
CMS icon
CMS Energy
CMS
+$2.05M

Top Sells

1
+$3.98M
2
+$3.61M
3
+$3.03M
4
LNT icon
Alliant Energy
LNT
+$2.28M
5
NUE icon
Nucor
NUE
+$2.25M

Sector Composition

1 Utilities 12.57%
2 Financials 10.07%
3 Consumer Staples 6.32%
4 Technology 6.28%
5 Healthcare 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.13M 0.9%
37,300
27
$6.03M 0.88%
74,165
28
$6M 0.88%
64,100
29
$5.94M 0.87%
80,801
30
$5.92M 0.87%
98,400
31
$5.87M 0.86%
23,600
32
$5.73M 0.84%
67,600
33
$5.71M 0.84%
126,000
34
$5.54M 0.81%
40,900
35
$5.51M 0.81%
32,400
36
$5.17M 0.76%
329,100
+104,600
37
$5.14M 0.75%
33,750
38
$4.87M 0.71%
35,000
39
$4.78M 0.7%
209,192
40
$4.78M 0.7%
132,000
-7,500
41
$4.62M 0.68%
20,600
42
$4.59M 0.67%
122,500
+8,600
43
$4.56M 0.67%
47,200
44
$4.54M 0.67%
54,100
+3,600
45
$4.49M 0.66%
55,200
46
$4.46M 0.65%
101,000
+12,600
47
$4.38M 0.64%
48,050
48
$4.26M 0.62%
89,993
+24,750
49
$4.15M 0.61%
67,800
+33,500
50
$4.08M 0.6%
38,800
+2,600
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2
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