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
$722M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$942K
2
+$605K
3
+$488K
4
GILD icon
Gilead Sciences
GILD
+$461K
5
ENB icon
Enbridge
ENB
+$455K

Top Sells

1
+$640K
2
+$468K
3
+$297K
4
JPM icon
JPMorgan Chase
JPM
+$284K
5
DG icon
Dollar General
DG
+$229K

Sector Composition

1 Financials 27%
2 Technology 16.88%
3 Energy 11.01%
4 Communication Services 9.94%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.4M 1.86%
372,673
+10,451
27
$13.1M 1.82%
630,450
+11,200
28
$8.61M 1.19%
164,469
+7,594
29
$5.4M 0.75%
210,375
+7,489
30
$5.27M 0.73%
97,360
+2,300
31
$3.72M 0.51%
90,115
32
$3.43M 0.47%
27,038
-226
33
$2.73M 0.38%
59,987
-142
34
$2.72M 0.38%
69,176
+256
35
$2.2M 0.31%
22,897
36
$1.91M 0.26%
51,361
-300
37
$1.77M 0.25%
16,150
38
$1.49M 0.21%
10,726
-80
39
$1.44M 0.2%
84,281
40
$1.36M 0.19%
20,690
41
$1.21M 0.17%
9,750
-600
42
$1.08M 0.15%
27,400
43
$964K 0.13%
14,131
44
$951K 0.13%
20,100
-3,100
45
$840K 0.12%
11,120
46
$835K 0.12%
33,100
47
$789K 0.11%
11,700
48
$787K 0.11%
6,000
49
$757K 0.1%
10,700
50
$715K 0.1%
9,332
1
2
3