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
$683M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.37M
3
+$3.28M
4
KEY icon
KeyCorp
KEY
+$2.64M
5
CMS icon
CMS Energy
CMS
+$2.05M

Top Sells

1
+$3.98M
2
+$3.61M
3
+$3.03M
4
LNT icon
Alliant Energy
LNT
+$2.28M
5
NUE icon
Nucor
NUE
+$2.25M

Sector Composition

1 Utilities 12.57%
2 Financials 10.07%
3 Consumer Staples 6.32%
4 Technology 6.28%
5 Healthcare 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.02M 0.59%
10,870
+8,870
52
$4M 0.59%
72,400
+10,400
53
$3.96M 0.58%
191,441
+20,500
54
$3.91M 0.57%
78,600
+10,600
55
$3.74M 0.55%
72,970
56
$3.7M 0.54%
26,500
+4,600
57
$3.69M 0.54%
19,600
+6,000
58
$3.67M 0.54%
53,114
+3,765
59
$3.66M 0.54%
12,000
60
$3.58M 0.52%
55,084
61
$3.57M 0.52%
114,403
62
$3.55M 0.52%
41,000
-23,000
63
$3.5M 0.51%
65,000
64
$3.49M 0.51%
121,100
65
$3.48M 0.51%
119,000
66
$3.47M 0.51%
+89,650
67
$3.45M 0.5%
31,300
-3,800
68
$3.41M 0.5%
32,500
69
$3.37M 0.49%
+43,600
70
$3.35M 0.49%
33,900
+2,500
71
$2.91M 0.43%
74,500
72
$2.86M 0.42%
118,795
73
$2.75M 0.4%
45,210
+5,200
74
$2.73M 0.4%
33,489
75
$2.64M 0.39%
12,000
1 2
3
4 5