OIM
Opus Investment Management Portfolio holdings
AUM
$150M
This Quarter Return
+2.34%
1 Year Return
+11.11%
3 Year Return
+31.94%
5 Year Return
+67.24%
10 Year Return
+126.36%
AUM
$434M
AUM Growth
+$434M
(+17%)
Cap. Flow
+$55.5M
Cap. Flow
% of AUM
12.78%
Top 10 Holdings %
Top 10 Hldgs %
52.16%
Holding
77
New
2
Increased
36
Reduced
9
Closed
2
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$12.7M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$5.18M |
| 3 |
AbbVie
ABBV
|
$2.83M |
| 4 |
Procter & Gamble
PG
|
$2.42M |
| 5 |
ConocoPhillips
COP
|
$2.39M |
Top Sells
| 1 |
POM
PEPCO HOLDINGS, INC.
POM
|
$2.15M |
| 2 |
RTN
Raytheon Company
RTN
|
$1.81M |
| 3 |
RAI
Reynolds American Inc
RAI
|
$1.76M |
| 4 |
NiSource
NI
|
$1.33M |
| 5 |
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% |