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
$654M
AUM Growth
-$9.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.13M
3
+$991K
4
LMT icon
Lockheed Martin
LMT
+$966K
5
KEY icon
KeyCorp
KEY
+$843K

Top Sells

1
+$2.29M
2
+$1.76M
3
+$1.64M
4
WHR icon
Whirlpool
WHR
+$1.63M
5
T icon
AT&T
T
+$1.62M

Sector Composition

1 Utilities 12.97%
2 Financials 11.97%
3 Technology 7%
4 Consumer Staples 6.18%
5 Healthcare 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.18M 0.64%
38,800
52
$4.17M 0.64%
56,722
+1,670
53
$4.08M 0.62%
191,441
54
$3.94M 0.6%
114,403
55
$3.94M 0.6%
12,000
56
$3.92M 0.6%
19,600
57
$3.9M 0.6%
78,600
58
$3.9M 0.6%
53,900
-1,300
59
$3.86M 0.59%
72,970
60
$3.75M 0.57%
43,600
61
$3.62M 0.55%
41,050
+3,000
62
$3.58M 0.55%
121,100
63
$3.54M 0.54%
26,500
64
$3.46M 0.53%
74,500
65
$3.38M 0.52%
55,300
+4,000
66
$3.37M 0.52%
130,000
+20,000
67
$3.3M 0.51%
45,600
+41,200
68
$3.3M 0.5%
32,500
69
$3.15M 0.48%
31,300
70
$2.88M 0.44%
118,795
71
$2.79M 0.43%
45,210
72
$2.73M 0.42%
6,330
73
$2.65M 0.41%
45,700
74
$2.65M 0.4%
129,752
-79,440
75
$2.35M 0.36%
33,489
1 2
3
4