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
$638M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$14.6M
3
+$10M
4
ATO icon
Atmos Energy
ATO
+$3M
5
INGR icon
Ingredion
INGR
+$2.42M

Top Sells

1
+$2.71M
2
+$1.65M
3
+$1.34M
4
CTVA icon
Corteva
CTVA
+$883K
5
DUK icon
Duke Energy
DUK
+$641K

Sector Composition

1 Utilities 13.94%
2 Financials 7.27%
3 Consumer Staples 6.87%
4 Technology 6.16%
5 Healthcare 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.44M 0.54%
72,970
52
$3.4M 0.53%
68,000
53
$3.37M 0.53%
36,200
54
$3.37M 0.53%
55,084
55
$3.35M 0.52%
49,349
+371
56
$3.19M 0.5%
12,000
57
$3.16M 0.5%
88,400
58
$3.14M 0.49%
113,900
59
$3.13M 0.49%
65,000
60
$3.04M 0.48%
121,100
61
$3.03M 0.47%
32,400
62
$3M 0.47%
+31,400
63
$2.89M 0.45%
62,000
64
$2.83M 0.44%
224,500
65
$2.8M 0.44%
119,000
66
$2.77M 0.43%
65,243
67
$2.76M 0.43%
170,941
-33,000
68
$2.75M 0.43%
32,500
69
$2.73M 0.43%
118,795
70
$2.42M 0.38%
+30,700
71
$2.4M 0.38%
13,600
72
$2.38M 0.37%
+21,900
73
$2.34M 0.37%
33,489
74
$2.29M 0.36%
43,000
75
$2.25M 0.35%
74,500
1 2
3
4