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
$575M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$25.2M
2 +$2.76M
3 +$1.56M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.03M
5
EMN icon
Eastman Chemical
EMN
+$952K

Top Sells

1 +$2.88M
2 +$1.18M
3 +$1.02M
4
DUK icon
Duke Energy
DUK
+$959K
5
LEG icon
Leggett & Platt
LEG
+$818K

Sector Composition

1 Utilities 16.63%
2 Consumer Staples 8.4%
3 Financials 7.76%
4 Healthcare 5.73%
5 Technology 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$36K 0.01%
+800
102
$33K 0.01%
+400
103
$28K ﹤0.01%
+175
104
$26K ﹤0.01%
+200
105
-27,558
106
-38,000
107
$0 ﹤0.01%
10