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
$370M
AUM Growth
-$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.94M
2 +$1.23M
3 +$995K
4
NJR icon
New Jersey Resources
NJR
+$693K
5
POR icon
Portland General Electric
POR
+$453K

Top Sells

1 +$31.1M
2 +$12.7M
3 +$6.07M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.87M
5
D icon
Dominion Energy
D
+$2.45M

Sector Composition

1 Utilities 24.28%
2 Consumer Staples 7.09%
3 Industrials 4.14%
4 Healthcare 2.87%
5 Materials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-49,223