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
101
-32,400
102
-15,975
103
-7,200
104
-51,535