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
$683M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$3.09M
3
+$3.04M
4
KEY icon
KeyCorp
KEY
+$2.55M
5
CMS icon
CMS Energy
CMS
+$1.93M

Top Sells

1
+$3.98M
2
+$3.51M
3
+$3.03M
4
WRK
WestRock Company
WRK
+$2.24M
5
LNT icon
Alliant Energy
LNT
+$2.09M

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
1 2 3 4
5