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
$509M
AUM Growth
-$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$941K
3
+$576K
4
GE icon
GE Aerospace
GE
+$559K
5
TRP icon
TC Energy
TRP
+$559K

Top Sells

1
+$12.8M
2
+$231K
3
+$209K
4
SJM icon
J.M. Smucker
SJM
+$139K
5
AAPL icon
Apple
AAPL
+$109K

Sector Composition

1 Financials 23.59%
2 Technology 17.25%
3 Healthcare 13.39%
4 Energy 12.03%
5 Industrials 12.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.5M 2.06%
897,575
+8,200
27
$6.83M 1.34%
405,685
+13,650
28
$6.25M 1.23%
112,210
+440
29
$6.24M 1.23%
31,610
30
$2.63M 0.52%
62,080
+3,600
31
$2.15M 0.42%
37,642
-298
32
$2.12M 0.42%
26,200
33
$2M 0.39%
55,350
+6,432
34
$1.46M 0.29%
26,900
35
$1.44M 0.28%
8,275
36
$1.38M 0.27%
52,500
37
$1.33M 0.26%
28,000
38
$1.03M 0.2%
26,850
+9,999
39
$929K 0.18%
74,322
40
$903K 0.18%
27,000
41
$875K 0.17%
8,700
+500
42
$872K 0.17%
8,310
+2,600
43
$836K 0.16%
26,500
44
$833K 0.16%
6,040
45
$824K 0.16%
8,500
46
$759K 0.15%
47,000
47
$714K 0.14%
8,400
+2,000
48
$695K 0.14%
46,956
49
$687K 0.14%
27,844
50
$645K 0.13%
6,750
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