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
$664M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$4.03M
2 +$2.13M
3 +$1.99M
4
CMS icon
CMS Energy
CMS
+$1.01M
5
STT icon
State Street
STT
+$523K

Top Sells

1 +$23.9M
2 +$14M
3 +$9.77M
4
NTR icon
Nutrien
NTR
+$3.08M
5
QSR icon
Restaurant Brands International
QSR
+$2.78M

Sector Composition

1 Utilities 13.04%
2 Financials 11.13%
3 Consumer Staples 6.82%
4 Technology 6.61%
5 Healthcare 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-269,578