OIM
Opus Investment Management Portfolio holdings
AUM
$150M
This Quarter Return
+11.25%
1 Year Return
+11.11%
3 Year Return
+31.94%
5 Year Return
+67.24%
10 Year Return
+126.36%
AUM
$638M
AUM Growth
+$638M
(+21%)
Cap. Flow
+$59M
Cap. Flow
% of AUM
9.24%
Top 10 Holdings %
Top 10 Hldgs %
48.99%
Holding
99
New
8
Increased
6
Reduced
8
Closed
3
Top Buys
Top Sells
| 1 |
Evergy
EVRG
|
$2.71M |
| 2 |
Alliant Energy
LNT
|
$1.65M |
| 3 |
DTE Energy
DTE
|
$1.34M |
| 4 |
Corteva
CTVA
|
$883K |
| 5 |
Duke Energy
DUK
|
$641K |
Sector Composition
| 1 | Utilities | 13.94% |
| 2 | Financials | 7.27% |
| 3 | Consumer Staples | 6.87% |
| 4 | Technology | 6.16% |
| 5 | Healthcare | 4.74% |
