OIM

Opus Investment Management Portfolio holdings

AUM $164M
1-Year Est. Return 15.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$474M
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.8M
3
+$2.36M
4
WHR icon
Whirlpool
WHR
+$2.13M
5
WRK
WestRock Company
WRK
+$1.09M

Top Sells

1
+$3.58M
2
+$1.75M
3
+$1.68M
4
PPL icon
PPL Corp
PPL
+$1.66M
5
EVRG icon
Evergy
EVRG
+$1.64M

Sector Composition

1 Utilities 16.6%
2 Consumer Staples 7.78%
3 Financials 6.33%
4 Healthcare 5.32%
5 Technology 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-35,000
102
– –
-175
103
– –
-800
104
– –
-700
105
– –
-46,142
106
– –
-400
107
– –
-600
1 2 3 4
5