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
$521M
AUM Growth
-$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$5.35M
2 +$3.77M
3 +$1.29M
4
ABBV icon
AbbVie
ABBV
+$1.14M
5
DD icon
DuPont de Nemours
DD
+$1.02M

Top Sells

1 +$5.16M
2 +$5.11M
3 +$5.04M
4
LMT icon
Lockheed Martin
LMT
+$4.87M
5
MO icon
Altria Group
MO
+$4.42M

Sector Composition

1 Utilities 19.56%
2 Consumer Staples 10.6%
3 Industrials 5.34%
4 Healthcare 5.04%
5 Technology 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-116,000
77
$0 ﹤0.01%
11
78
-65,400
79
-46,000
80
-41,000
81
-20,000
82
-44,000
83
-1,244