OIM

Opus Investment Management Portfolio holdings

AUM $164M
1-Year Est. Return 15.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$441M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$3.87M
2 +$3.75M
3 +$2.36M
4
MCD icon
McDonald's
MCD
+$2.02M
5
VTV icon
Vanguard Value ETF
VTV
+$2.01M

Top Sells

1 +$3.71M
2 +$1.04M
3 +$855K
4
NEE icon
NextEra Energy
NEE
+$826K
5
CNP icon
CenterPoint Energy
CNP
+$715K

Sector Composition

1 Utilities 24.95%
2 Consumer Staples 7.16%
3 Industrials 3.94%
4 Healthcare 3.38%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$0 ﹤0.01%
11
77
-20,000