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
$654M
AUM Growth
-$9.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.13M
3
+$991K
4
LMT icon
Lockheed Martin
LMT
+$966K
5
KEY icon
KeyCorp
KEY
+$843K

Top Sells

1
+$2.29M
2
+$1.76M
3
+$1.64M
4
WHR icon
Whirlpool
WHR
+$1.63M
5
T icon
AT&T
T
+$1.62M

Sector Composition

1 Utilities 12.97%
2 Financials 11.97%
3 Technology 7%
4 Consumer Staples 6.18%
5 Healthcare 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$199M 30.37%
894,427
+550
2
$29.3M 4.48%
283,750
-11,992
3
$20.6M 3.14%
407,200
4
$16.9M 2.58%
682,500
5
$10.3M 1.57%
45,000
-10,000
6
$10.2M 1.56%
130,000
7
$9.53M 1.46%
84,700
8
$9.04M 1.38%
117,800
9
$8.4M 1.28%
32,800
10
$7.76M 1.19%
142,500
11
$7.64M 1.17%
54,000
12
$7.56M 1.16%
50,600
13
$7.54M 1.15%
120,709
14
$6.84M 1.05%
8,155
15
$6.77M 1.03%
45,000
16
$6.66M 1.02%
61,700
17
$6.46M 0.99%
119,600
18
$6.35M 0.97%
121,000
19
$6.34M 0.97%
108,100
20
$6.21M 0.95%
101,900
21
$6.02M 0.92%
37,300
22
$6.01M 0.92%
74,165
23
$5.99M 0.92%
98,400
24
$5.9M 0.9%
32,400
25
$5.85M 0.9%
126,000
1
2 3 4