OIM
Opus Investment Management Portfolio holdings
AUM
$150M
This Quarter Return
-0.58%
1 Year Return
+11.11%
3 Year Return
+31.94%
5 Year Return
+67.24%
10 Year Return
+126.36%
AUM
$654M
AUM Growth
+$654M
(-1.5%)
Cap. Flow
-$4.67M
Cap. Flow
% of AUM
-0.71%
Top 10 Holdings %
Top 10 Hldgs %
49.03%
Holding
96
New
2
Increased
10
Reduced
7
Closed
3
Top Buys
| 1 |
Omnicom Group
OMC
|
$2.99M |
| 2 |
Bank of America
BAC
|
$1.13M |
| 3 |
JNPR
Juniper Networks
JNPR
|
$991K |
| 4 |
Lockheed Martin
LMT
|
$966K |
| 5 |
KeyCorp
KEY
|
$843K |
Top Sells
| 1 |
Target
TGT
|
$2.29M |
| 2 |
Ingredion
INGR
|
$1.77M |
| 3 |
Eversource Energy
ES
|
$1.64M |
| 4 |
Whirlpool
WHR
|
$1.63M |
| 5 |
AT&T
T
|
$1.62M |
Sector Composition
| 1 | Utilities | 12.97% |
| 2 | Financials | 11.97% |
| 3 | Technology | 7% |
| 4 | Consumer Staples | 6.18% |
| 5 | Healthcare | 5.14% |
