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
$575M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$2.76M
3
+$1.56M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.03M
5
EMN icon
Eastman Chemical
EMN
+$952K

Top Sells

1
+$2.88M
2
+$1.18M
3
+$1.02M
4
DUK icon
Duke Energy
DUK
+$959K
5
LEG icon
Leggett & Platt
LEG
+$818K

Sector Composition

1 Utilities 16.63%
2 Consumer Staples 8.4%
3 Financials 7.76%
4 Healthcare 5.73%
5 Technology 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.43M 0.6%
62,000
52
$3.43M 0.6%
33,489
53
$3.38M 0.59%
75,000
+7,000
54
$3.32M 0.58%
96,458
+17,946
55
$3.25M 0.57%
54,900
56
$3.23M 0.56%
42,500
57
$3.2M 0.56%
224,500
58
$3.19M 0.56%
106,795
59
$3.13M 0.55%
14,600
60
$3.13M 0.54%
88,400
61
$3.12M 0.54%
113,900
62
$3.02M 0.53%
54,000
63
$2.98M 0.52%
60,000
+12,000
64
$2.91M 0.51%
183,941
65
$2.89M 0.5%
72,970
66
$2.87M 0.5%
38,900
+12,900
67
$2.86M 0.5%
40,500
+300
68
$2.83M 0.49%
55,700
69
$2.67M 0.46%
58,993
+7,000
70
$2.61M 0.45%
112,400
71
$2.56M 0.44%
81,142
72
$2.44M 0.42%
40,200
73
$2.43M 0.42%
26,000
+3,300
74
$2.41M 0.42%
100,000
+10,000
75
$2.23M 0.39%
5,000
+3,500
1 2
3
4 5