NIM

Nexus Investment Management Portfolio holdings

AUM $715M
1-Year Est. Return 29.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$715M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.18M
3
+$1.06M
4
V icon
Visa
V
+$903K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$882K

Top Sells

1
+$13.1M
2
+$3.34M
3
+$1.07M
4
ROST icon
Ross Stores
ROST
+$1.04M
5
JPM icon
JPMorgan Chase
JPM
+$897K

Sector Composition

1 Financials 19.26%
2 Healthcare 18.16%
3 Technology 14.6%
4 Communication Services 12.16%
5 Consumer Discretionary 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
26
Johnson & Johnson
JNJ
$547B
$2.05M 0.29%
8,381
-1,050
DHR icon
27
Danaher
DHR
$124B
$1.39M 0.2%
7,355
CVX icon
28
Chevron
CVX
$380B
$1.32M 0.18%
6,386
-1,255
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$4.67T
$1.25M 0.18%
4,360
-2,555
XOM icon
30
Exxon Mobil
XOM
$635B
$983K 0.14%
5,794
EEM icon
31
iShares MSCI Emerging Markets ETF
EEM
$28.4B
$852K 0.12%
+15,000
VZ icon
32
Verizon
VZ
$201B
$759K 0.11%
15,110
-500
ABBV icon
33
AbbVie
ABBV
$365B
$752K 0.11%
3,456
LLY icon
34
Eli Lilly
LLY
$862B
$735K 0.1%
799
CSX icon
35
CSX Corp
CSX
$83.8B
$650K 0.09%
15,840
EXC icon
36
Exelon
EXC
$47.6B
$554K 0.08%
11,307
-1,550
T icon
37
AT&T
T
$181B
$499K 0.07%
17,210
MRK icon
38
Merck
MRK
$277B
$449K 0.06%
3,735
TROW icon
39
T. Rowe Price
TROW
$22.2B
$337K 0.05%
3,740
BAC icon
40
Bank of America
BAC
$380B
$261K 0.04%
5,350
PG icon
41
Procter & Gamble
PG
$343B
$260K 0.04%
1,800
ABT icon
42
Abbott
ABT
$156B
$256K 0.04%
2,490
KMB icon
43
Kimberly-Clark
KMB
$32.4B
$206K 0.03%
2,134
-450
BIIB icon
44
Biogen
BIIB
$27.6B
$169K 0.02%
920
EIX icon
45
Edison International
EIX
$26.9B
$166K 0.02%
2,269
-1,450
FSV icon
46
FirstService
FSV
$6.09B
$139K 0.02%
1,000
PRAA icon
47
PRA Group
PRAA
$855M
$113K 0.02%
6,450
COST icon
48
Costco
COST
$449B
$99.6K 0.01%
100
MA icon
49
Mastercard
MA
$438B
$97.4K 0.01%
195
B
50
Barrick Mining
B
$65B
$93.8K 0.01%
2,300
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