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
$528M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.98M
3
+$1.9M
4
MET icon
MetLife
MET
+$892K
5
INTC icon
Intel
INTC
+$682K

Top Sells

1
+$2.67M
2
+$2.55M
3
+$1.61M
4
WHR icon
Whirlpool
WHR
+$772K

Sector Composition

1 Utilities 16.53%
2 Consumer Staples 7.62%
3 Financials 6.8%
4 Technology 6.46%
5 Healthcare 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.92M 0.55%
114,403
52
$2.82M 0.53%
36,200
+3,700
53
$2.8M 0.53%
72,970
54
$2.71M 0.51%
53,394
+5,300
55
$2.69M 0.51%
121,100
56
$2.68M 0.51%
32,400
57
$2.61M 0.49%
118,795
58
$2.55M 0.48%
65,000
59
$2.43M 0.46%
113,900
60
$2.35M 0.45%
203,941
61
$2.34M 0.44%
32,500
62
$2.27M 0.43%
28,800
+4,000
63
$2.24M 0.42%
65,243
64
$2.23M 0.42%
88,400
65
$2.22M 0.42%
62,000
66
$2.21M 0.42%
12,000
-4,200
67
$2.16M 0.41%
110,000
68
$2.11M 0.4%
34,300
69
$2.06M 0.39%
224,500
70
$2.05M 0.39%
+68,400
71
$1.98M 0.38%
+119,000
72
$1.93M 0.37%
43,000
73
$1.9M 0.36%
+13,600
74
$1.79M 0.34%
51,535
75
$1.75M 0.33%
74,500
1 2
3
4