Opus Investment Management Inc

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Assets, Funds, Holdings

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CAFR Data
Opus Investment Management Inc
CRD #107569
SEC #801-44189
CIK #1097833
AUM $11.1 BB (100% Disc, 85% US)
Employees22 (59% Investors, 0% Brokers)
Phone508-855-3567
Address440 Lincoln St
Worcester, MA 01653-0002
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
2016128402000200620132020
Sector Holding Cap ($MM) Value ($MM)
VTI110.8
VEA66.2
SCHD24.2
VYM22.5
HDV17.5
ABBV115,170.07.4
JNJ369,000.07.0
PEP163,770.07.0
MMM119,250.06.9
ES22,270.06.8
View All
Holdings by Sector ($)
0.60.50.40.20.10.02012201420162019
Comparable Firms State AUM ($BB)
Cerity Partners Retirement Plan Advisors LLC
NY 11.4
Cedar Rock Capital Limited
11.3
The Bank of New York Capital Markets Ltd
11.2
Manulife Asset Management North America Limited
11.2
Credit Suisse Asset Management Australia Limited
11.2
FHN Financial Main Street Advisors LLC
NV 11.1
Setanta Asset Management Ltd
11.1
Northern Trust Global Advisors Inc
CT 11.1
E Trade Capital Markets Inc
VA 11.0
Goldman Sachs Realty Management LLC
TX 10.9
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