OIM
Opus Investment Management Portfolio holdings
AUM
$164M
1-Year Est. Return
15.03%
This Fund
S&P 500
1 Year Est. Return
+15.03%
AUM
$161M
AUM Growth
+$10.8M
(+7.2%)
Holding
29
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Utilities | 16.71% |
| 2 | Technology | 12.85% |
| 3 | Healthcare | 12.66% |
| 4 | Consumer Staples | 9.64% |
| 5 | Energy | 5.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Cisco
CSCO
$313B
| $1.37M | 0.85% |
20,000
|
|
||
27
Procter & Gamble
PG
$352B
| $1.37M | 0.85% |
8,900
|
|
||
28
Lockheed Martin
LMT
$146B
| $998K | 0.62% |
2,000
|
|
||
29
Chevron
CVX
$392B
| $776K | 0.48% |
5,000
|
|