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
$683M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.37M
3
+$3.28M
4
KEY icon
KeyCorp
KEY
+$2.64M
5
CMS icon
CMS Energy
CMS
+$2.05M

Top Sells

1
+$3.98M
2
+$3.61M
3
+$3.03M
4
LNT icon
Alliant Energy
LNT
+$2.28M
5
NUE icon
Nucor
NUE
+$2.25M

Sector Composition

1 Utilities 12.57%
2 Financials 10.07%
3 Consumer Staples 6.32%
4 Technology 6.28%
5 Healthcare 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.64M 0.39%
+132,050
77
$2.61M 0.38%
110,000
78
$2.52M 0.37%
6,330
-9,070
79
$2.43M 0.36%
27,000
-3,700
80
$2.31M 0.34%
45,700
81
$2.21M 0.32%
68,400
82
$2.19M 0.32%
28,800
83
$2.17M 0.32%
54,400
84
$2.1M 0.31%
60,400
85
$1.82M 0.27%
24,600
86
$1.77M 0.26%
32,678
-42,100
87
$1.57M 0.23%
33,000
88
$1.2M 0.18%
15,000
-28,000
89
$1.18M 0.17%
5,000
90
$1.08M 0.16%
48,000
+21,000
91
$1.06M 0.15%
27,558
92
$964K 0.14%
5,000
93
$809K 0.12%
7,000
-5,490
94
$658K 0.1%
+7,180
95
$655K 0.1%
+14,050
96
$619K 0.09%
+1,700
97
$495K 0.07%
+30,720
98
$326K 0.05%
+4,400
99
$255K 0.04%
18,238
100
– –
-38,470
1 2 3
4
5