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NIM
Nexus Investment Management Portfolio holdings
AUM
$767M
1-Year Est. Return
30.97%
This Fund
S&P 500
This Quarter
Est. Return
-0.37%
1 Year Est. Return
+30.97%
3 Year Est. Return
+77.55%
5 Year Est. Return
+80.63%
10 Year Est. Return
+339.33%
AUM
$447M
AUM Growth
–
Cap. Flow
+$439M
Cap. Flow
% of AUM
98.16%
Top 10 Holdings %
Top 10 Hldgs %
44.33%
Holding
66
New
66
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Toronto Dominion Bank
TD
|
+$28.3M |
| 2 |
Royal Bank of Canada
RY
|
+$24.9M |
| 3 |
Scotiabank
BNS
|
+$24.5M |
| 4 |
Enbridge
ENB
|
+$21.5M |
| 5 |
Pfizer
PFE
|
+$18.5M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 25.21% |
| 2 | Energy | 15.85% |
| 3 | Technology | 14.56% |
| 4 | Healthcare | 12.15% |
| 5 | Industrials | 9.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
CAE Inc
CAE
$7.63B
| $9.66M | 2.16% |
+890,225
| New | +$9.22M |
|
27
Ovintiv
OVV
$18.5B
| $9.33M | 2.09% |
+105,370
| New | +$9.76M |
|
28
HP
HPQ
$30.5B
| $9.04M | 2.02% |
+767,067
| New | +$7.83M |
|
29
Bausch Health
BHC
$2.12B
| $3.17M | 0.71% |
+35,110
| New | +$2.77M |
|
30
BCE
BCE
$21.4B
| $2.51M | 0.56% |
+58,556
| New | +$2.65M |
|
31
T. Rowe Price
TROW
$22.2B
| $2.01M | 0.45% |
+26,200
| New | +$1.96M |
|
|
WLT
32
DELISTED
WALTER ENERGY INC COM STK (DE)
WLT
| $1.92M | 0.43% |
+176,145
| New | +$3.1M |
|
33
Danaher
DHR
$147B
| $1.73M | 0.39% |
+38,832
| New | +$1.61M |
|
34
BlackBerry
BB
$4.57B
| $1.25M | 0.28% |
+112,935
| New | +$1.64M |
|
|
THI
35
DELISTED
TIM HORTONS INC COM, CANADA
THI
| $1.25M | 0.28% |
+22,000
| New | +$1.19M |
|
36
Wells Fargo
WFC
$271B
| $1.16M | 0.26% |
+26,900
| New | +$1.05M |
|
37
Ford
F
$53.8B
| $1.08M | 0.24% |
+67,000
| New | +$961K |
|
38
Starbucks
SBUX
$110B
| $1.03M | 0.23% |
+30,000
| New | +$932K |
|
39
Pembina Pipeline
PBA
$27.5B
| $929K | 0.21% |
+29,000
| New | +$926K |
|
40
Canadian Imperial Bank of Commerce
CM
$103B
| $922K | 0.21% |
+25,354
| New | +$951K |
|
41
Open Text
OTEX
$5.73B
| $819K | 0.18% |
+45,800
| New | +$748K |
|
42
Canadian Natural Resources
CNQ
$106B
| $788K | 0.18% |
+55,230
| New | +$791K |
|
43
Brookfield
BN
$82.9B
| $715K | 0.16% |
+81,246
| New | +$696K |
|
44
Johnson & Johnson
JNJ
$644B
| $611K | 0.14% |
+6,800
| New | +$577K |
|
45
GE Aerospace
GE
$319B
| $539K | 0.12% |
+4,632
| New | +$513K |
|
46
M&T Bank
MTB
$34B
| $538K | 0.12% |
+4,600
| New | +$474K |
|
|
PXD
47
DELISTED
Pioneer Natural Resource Co.
PXD
| $530K | 0.12% |
+3,500
| New | +$467K |
|
48
Sysco
SYY
$38.1B
| $525K | 0.12% |
+14,700
| New | +$506K |
|
49
United Parcel Service
UPS
$87.1B
| $525K | 0.12% |
+5,800
| New | +$498K |
|
50
Teck Resources
TECK
$31.7B
| $521K | 0.12% |
+23,300
| New | +$605K |
|
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Nexus Investment Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Nexus Investment Management, which disclosed 66 positions worth $447M. Its ten largest holdings account for 44% of the portfolio.
Its largest position is Toronto Dominion Bank: 702,980 shares worth $29.5M.
By sector, the portfolio is most concentrated in Financials at 25% of assets, followed by Energy and Technology.
- Nexus Investment Management's largest Q2 2013 buy was Toronto Dominion Bank: 702,980 shares worth $29.5M.
- Nexus Investment Management's ten largest holdings make up 44% of its $447M portfolio in Q2 2013.
- Nexus Investment Management disclosed 66 positions in Q2 2013, its first 13F filing on record.
Based on Nexus Investment Management's 13F filing for Q2 2013, filed 3 Jul 2013.