OIM

Opus Investment Management Portfolio holdings

AUM $161M
1-Year Est. Return 9.25%
This Quarter Est. Return
1 Year Est. Return
+9.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$6.05M
2
+$1.42M

Top Sells

1
+$4.36M

Sector Composition

1 Utilities 18.98%
2 Healthcare 13.88%
3 Technology 13.4%
4 Consumer Staples 10.36%
5 Industrials 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 1.01%
+1,500
27
$1.23M 0.88%
20,000
28
$1.09M 0.78%
10,000
-40,000
29
$893K 0.64%
2,000
30
$836K 0.6%
5,000
1
2