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OIM

Opus Investment Management Portfolio holdings

AUM $168M
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$277K

Top Sells

1
+$5.89M
2
+$5.87M
3
+$4.78M
4
CMCSA icon
Comcast
CMCSA
+$4.76M
5
CVX icon
Chevron
CVX
+$4.75M

Sector Composition

1 Utilities 13.93%
2 Technology 10.57%
3 Healthcare 10.28%
4 Consumer Staples 6.97%
5 Energy 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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58
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60
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63
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64
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-191,441
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-14,900
66
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72
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-37,500
73
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-114,600
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