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
$700M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$3.28M
3
+$2.91M
4
OMC icon
Omnicom Group
OMC
+$1.86M
5
WMB icon
Williams Companies
WMB
+$1.37M

Top Sells

1
+$6.72M
2
+$3.96M
3
+$3.46M
4
T icon
AT&T
T
+$2.65M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.27M

Sector Composition

1 Utilities 13.63%
2 Financials 11.09%
3 Technology 6.58%
4 Consumer Staples 6.13%
5 Healthcare 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.71M 0.67%
114,403
52
$4.64M 0.66%
38,800
53
$4.63M 0.66%
89,800
-13,000
54
$4.61M 0.66%
56,918
+196
55
$4.46M 0.64%
119,000
56
$4.43M 0.63%
78,600
57
$4.38M 0.63%
60,300
58
$4.3M 0.61%
41,050
59
$4.22M 0.6%
121,100
60
$4.17M 0.6%
191,441
61
$4.13M 0.59%
63,300
+8,000
62
$4.09M 0.59%
16,600
-3,000
63
$4.07M 0.58%
72,400
64
$3.99M 0.57%
26,500
65
$3.81M 0.55%
32,500
66
$3.81M 0.54%
53,900
67
$3.78M 0.54%
31,300
68
$3.75M 0.54%
43,600
69
$3.29M 0.47%
+48,632
70
$3.28M 0.47%
118,795
71
$3.28M 0.47%
+43,922
72
$3.25M 0.46%
69,100
-3,870
73
$2.83M 0.4%
45,210
74
$2.69M 0.38%
45,700
75
$2.63M 0.38%
68,400
1 2
3
4