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
$530M
AUM Growth
-$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$1.36M
3
+$1.18M
4
JPM icon
JPMorgan Chase
JPM
+$639K
5
PFE icon
Pfizer
PFE
+$554K

Top Sells

1
+$20.3M
2
+$279K
3
+$255K
4
GILD icon
Gilead Sciences
GILD
+$221K
5
ABBV icon
AbbVie
ABBV
+$220K

Sector Composition

1 Financials 25.29%
2 Technology 16.59%
3 Energy 14.66%
4 Healthcare 11.85%
5 Industrials 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.9M 2.24%
111,750
+680
27
$11.3M 2.12%
146,790
+17,725
28
$10.9M 2.06%
900,175
+7,800
29
$10.5M 1.98%
391,135
+4,100
30
$3.94M 0.74%
30,110
31
$2.5M 0.47%
58,480
+1,274
32
$2.16M 0.41%
48,653
+3,793
33
$2.05M 0.39%
26,200
34
$1.94M 0.37%
37,940
35
$1.65M 0.31%
21,000
36
$1.45M 0.27%
52,500
37
$1.4M 0.26%
26,900
38
$1.12M 0.21%
26,500
39
$1.06M 0.2%
28,000
40
$1.01M 0.19%
27,000
41
$944K 0.18%
9,600
42
$881K 0.17%
46,956
43
$874K 0.16%
8,200
44
$843K 0.16%
80,302
-944
45
$801K 0.15%
8,275
+1,300
46
$741K 0.14%
27,844
-1,324
47
$715K 0.13%
6,040
48
$695K 0.13%
47,000
49
$670K 0.13%
3,400
50
$628K 0.12%
6,750
1
2
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