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
$654M
AUM Growth
-$9.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.13M
3
+$991K
4
LMT icon
Lockheed Martin
LMT
+$966K
5
KEY icon
KeyCorp
KEY
+$843K

Top Sells

1
+$2.29M
2
+$1.76M
3
+$1.64M
4
WHR icon
Whirlpool
WHR
+$1.63M
5
T icon
AT&T
T
+$1.62M

Sector Composition

1 Utilities 12.97%
2 Financials 11.97%
3 Technology 7%
4 Consumer Staples 6.18%
5 Healthcare 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.85M 0.89%
104,600
-28,000
27
$5.82M 0.89%
269,050
+39,000
28
$5.79M 0.89%
77,100
29
$5.72M 0.87%
40,900
30
$5.68M 0.87%
132,000
31
$5.65M 0.86%
64,100
32
$5.53M 0.84%
33,750
33
$5.49M 0.84%
67,600
34
$5.48M 0.84%
102,800
35
$5.2M 0.8%
122,500
36
$5.11M 0.78%
60,300
37
$5.09M 0.78%
329,100
38
$5.05M 0.77%
48,050
39
$5.02M 0.77%
23,600
40
$5.02M 0.77%
84,000
41
$4.97M 0.76%
20,600
42
$4.93M 0.75%
116,150
+26,500
43
$4.8M 0.73%
92,580
+2,587
44
$4.75M 0.73%
101,000
45
$4.72M 0.72%
13,670
+2,800
46
$4.63M 0.71%
35,000
47
$4.61M 0.7%
47,200
48
$4.36M 0.67%
119,000
49
$4.3M 0.66%
72,400
50
$4.21M 0.64%
60,300
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