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OIM

Opus Investment Management Portfolio holdings

AUM $168M
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Utilities 16.71%
2 Technology 12.85%
3 Healthcare 12.66%
4 Consumer Staples 9.64%
5 Energy 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.6M 31.98%
157,154
2
$9.79M 6.07%
95,000
3
$9.66M 5.99%
41,700
4
$8.25M 5.12%
32,400
5
$7.4M 4.59%
91,709
6
$6.72M 4.17%
80,500
7
$6.64M 4.12%
88,000
8
$4.97M 3.08%
26,800
9
$4.6M 2.85%
33,800
10
$4.49M 2.78%
35,400
11
$4.44M 2.75%
14,600
12
$4.42M 2.74%
20,000
13
$4.38M 2.72%
31,200
14
$4.02M 2.49%
62,550
15
$2.94M 1.82%
35,000
16
$2.85M 1.77%
10,100
17
$2.71M 1.68%
24,000
18
$2.59M 1.61%
5,000
19
$2.52M 1.56%
56,000
20
$2.45M 1.52%
9,000
21
$2.22M 1.38%
26,600
22
$2.2M 1.37%
32,678
23
$1.75M 1.08%
1,500
24
$1.7M 1.06%
4,200
25
$1.47M 0.91%
20,000
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