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

Top Buys

1 +$4.15M
2 +$2.02M
3 +$1.93M
4
CMS icon
CMS Energy
CMS
+$957K
5
STT icon
State Street
STT
+$510K

Top Sells

1 +$23.9M
2 +$14M
3 +$9.77M
4
NTR icon
Nutrien
NTR
+$3.15M
5
QSR icon
Restaurant Brands International
QSR
+$2.66M

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
-33,000