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
$474M
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.3M
3
+$1.96M
4
WHR icon
Whirlpool
WHR
+$1.39M
5
WRK
WestRock Company
WRK
+$857K

Top Sells

1
+$3.58M
2
+$1.75M
3
+$1.68M
4
PPL icon
PPL Corp
PPL
+$1.66M
5
EVRG icon
Evergy
EVRG
+$1.38M

Sector Composition

1 Utilities 16.6%
2 Consumer Staples 7.78%
3 Financials 6.33%
4 Healthcare 5.32%
5 Technology 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.5M 0.53%
48,050
+3,750
52
$2.45M 0.52%
32,500
+6,500
53
$2.44M 0.52%
45,900
-9,000
54
$2.35M 0.5%
32,500
55
$2.32M 0.49%
32,400
56
$2.24M 0.47%
12,000
+1,400
57
$2.21M 0.47%
65,000
+6,500
58
$2.21M 0.46%
55,084
+9,200
59
$2.2M 0.46%
65,243
+18,750
60
$2.15M 0.45%
72,970
61
$2.14M 0.45%
74,500
62
$2.14M 0.45%
62,000
63
$2.11M 0.44%
101,552
64
$2.02M 0.42%
34,300
65
$1.84M 0.39%
224,500
66
$1.83M 0.39%
203,941
+20,000
67
$1.81M 0.38%
38,900
68
$1.8M 0.38%
33,489
69
$1.75M 0.37%
121,100
+8,700
70
$1.69M 0.36%
113,900
71
$1.66M 0.35%
88,400
72
$1.58M 0.33%
33,000
73
$1.56M 0.33%
110,000
74
$1.55M 0.33%
43,000
75
$1.54M 0.33%
45,400
1 2
3
4 5