NIM

Nexus Investment Management Portfolio holdings

AUM $704M
1-Year Est. Return 22.76%
This Quarter Est. Return
1 Year Est. Return
+22.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$704M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$5.77M
2
+$3.64M
3
+$3.19M
4
PFE icon
Pfizer
PFE
+$2.46M
5
GILD icon
Gilead Sciences
GILD
+$2.36M

Top Sells

1
+$9.22M
2
+$1.62M
3
+$1.54M
4
JPM icon
JPMorgan Chase
JPM
+$1.5M
5
GLW icon
Corning
GLW
+$1.07M

Sector Composition

1 Financials 21.59%
2 Healthcare 17.02%
3 Technology 15.78%
4 Communication Services 14.82%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
26
Johnson & Johnson
JNJ
$450B
$1.75M 0.25%
9,431
+100
GOOGL icon
27
Alphabet (Google) Class A
GOOGL
$3.24T
$1.71M 0.24%
7,015
-95
DHR icon
28
Danaher
DHR
$154B
$1.54M 0.22%
7,755
CVX icon
29
Chevron
CVX
$312B
$1.19M 0.17%
7,641
+65
ABBV icon
30
AbbVie
ABBV
$401B
$800K 0.11%
3,456
VZ icon
31
Verizon
VZ
$166B
$686K 0.1%
15,610
OTEX icon
32
Open Text
OTEX
$10.1B
$669K 0.09%
17,890
XOM icon
33
Exxon Mobil
XOM
$492B
$653K 0.09%
5,794
+89
LLY icon
34
Eli Lilly
LLY
$733B
$610K 0.09%
799
-10
EXC icon
35
Exelon
EXC
$48.2B
$579K 0.08%
12,857
+1,442
CSX icon
36
CSX Corp
CSX
$66.1B
$562K 0.08%
15,840
T icon
37
AT&T
T
$181B
$486K 0.07%
17,210
-2,000
TROW icon
38
T. Rowe Price
TROW
$23.1B
$384K 0.05%
3,740
ABT icon
39
Abbott
ABT
$220B
$334K 0.05%
2,490
KMB icon
40
Kimberly-Clark
KMB
$40.4B
$321K 0.05%
2,584
MRK icon
41
Merck
MRK
$218B
$313K 0.04%
3,735
PG icon
42
Procter & Gamble
PG
$355B
$277K 0.04%
1,800
BAC icon
43
Bank of America
BAC
$386B
$276K 0.04%
5,350
EIX icon
44
Edison International
EIX
$21.6B
$206K 0.03%
3,719
FSV icon
45
FirstService
FSV
$7.31B
$190K 0.03%
1,000
-1,000
VEA icon
46
Vanguard FTSE Developed Markets ETF
VEA
$182B
$181K 0.03%
3,024
VWO icon
47
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$133K 0.02%
2,457
BIIB icon
48
Biogen
BIIB
$21.8B
$129K 0.02%
920
ORCL icon
49
Oracle
ORCL
$812B
$112K 0.02%
400
MA icon
50
Mastercard
MA
$514B
$111K 0.02%
195
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