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
$135M
AUM Growth
-$6.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$1.42M
2 +$90.3K

Sector Composition

1 Utilities 21.7%
2 Technology 14.74%
3 Healthcare 12.85%
4 Consumer Staples 10.95%
5 Industrials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.33M 0.98%
20,000
27
$1.18M 0.87%
20,000
28
$972K 0.72%
2,000
29
$724K 0.53%
5,000
30
-1,500