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
$474M
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$2.78M
2 +$2.3M
3 +$1.96M
4
WHR icon
Whirlpool
WHR
+$1.39M
5
WRK
WestRock Company
WRK
+$857K

Top Sells

1 +$3.58M
2 +$1.75M
3 +$1.68M
4
PPL icon
PPL Corp
PPL
+$1.66M
5
EVRG icon
Evergy
EVRG
+$1.38M

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