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
$569M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$70M
2 +$4.86M
3 +$2.25M
4
AVA icon
Avista
AVA
+$1.95M
5
KO icon
Coca-Cola
KO
+$1.62M

Top Sells

1 +$27M
2 +$21.9M
3 +$14.5M
4
KMI icon
Kinder Morgan
KMI
+$1.64M
5
COP icon
ConocoPhillips
COP
+$1.49M

Sector Composition

1 Utilities 16.07%
2 Consumer Staples 8.46%
3 Energy 5.19%
4 Industrials 4.85%
5 Healthcare 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.27M 0.22%
30,165
77
$639K 0.11%
+4,000
78
$365K 0.06%
12,850
79
$323K 0.06%
5,000
80
$186K 0.03%
1,244
81
$40K 0.01%
2,400
82
$1K ﹤0.01%
11
83
-171,200
84
-282,000