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
$434M
AUM Growth
+$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$12.7M
2 +$5.18M
3 +$2.83M
4
PG icon
Procter & Gamble
PG
+$2.42M
5
COP icon
ConocoPhillips
COP
+$2.39M

Top Sells

1 +$2.15M
2 +$1.81M
3 +$1.76M
4
NI icon
NiSource
NI
+$1.33M
5
PPL icon
PPL Corp
PPL
+$1.13M

Sector Composition

1 Utilities 24.33%
2 Consumer Staples 7.52%
3 Energy 4.29%
4 Healthcare 3.93%
5 Industrials 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-21,087
77
-20,000