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
$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
BLK icon
26
Blackrock
BLK
$176B
$1.42M 1.01%
+1,500
CSCO icon
27
Cisco
CSCO
$279B
$1.23M 0.88%
20,000
WEC icon
28
WEC Energy
WEC
$37.3B
$1.09M 0.78%
10,000
-40,000
LMT icon
29
Lockheed Martin
LMT
$112B
$893K 0.64%
2,000
CVX icon
30
Chevron
CVX
$313B
$836K 0.6%
5,000
1
2