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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
+19.25%
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
$776M
AUM Growth
+$115M
Cap. Flow
+$13.1M
Cap. Flow %
1.69%
Top 10 Hldgs %
45.61%
Holding
70
New
5
Increased
28
Reduced
19
Closed
2

Top Buys

Rank Stock Value
1
MDT icon
Medtronic
MDT
+$4.48M
2
WDC icon
Western Digital
WDC
+$2.38M
3
BSX icon
Boston Scientific
BSX
+$1.77M
4
CSCO icon
Cisco
CSCO
+$1.61M
5
VTRS icon
Viatris
VTRS
+$1.46M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$1.58M
2
PFE icon
Pfizer
PFE
+$802K
3
TD icon
Toronto Dominion Bank
TD
+$791K
4
AAPL icon
Apple
AAPL
+$637K
5
JPM icon
JPMorgan Chase
JPM
+$505K

Sector Composition

Rank Sector Weight
1 Financials 26.89%
2 Communication Services 12.7%
3 Consumer Discretionary 11.78%
4 Healthcare 11.15%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SU icon
26
Suncor Energy
SU
$73.4B
$10.6M 1.37%
618,856
+5,900
+1% +$86.7K
CVE icon
27
Cenovus Energy
CVE
$54.5B
$10.2M 1.32%
1,726,050
+2,400
+0.1% +$11.2K
GOOGL icon
28
Alphabet (Google) Class A
GOOGL
$4.37T
$7.85M 1.01%
90,560
-100
-0.1% -$8.41K
PPL
29
PPL Corp
PPL
$26.3B
$4.66M 0.6%
173,100
+1,400
+0.8% +$39.7K
OTEX icon
30
Open Text
OTEX
$5.99B
$4.13M 0.53%
90,115
– –
OVV icon
31
Ovintiv
OVV
$17.6B
$3.59M 0.46%
246,665
-6,200
-2% -$72.6K
BCE icon
32
BCE
BCE
$21B
$3.33M 0.43%
77,576
+2,000
+3% +$85.6K
DHR icon
33
Danaher
DHR
$147B
$3.31M 0.43%
16,838
-48
-0.3% -$9.62K
FSV icon
34
FirstService
FSV
$6.27B
$2.96M 0.38%
21,700
– –
CM icon
35
Canadian Imperial Bank of Commerce
CM
$109B
$2.79M 0.36%
64,466
-1,208
-2% -$49.2K
BN icon
36
Brookfield
BN
$109B
$1.82M 0.23%
82,776
-1,383
-2% -$27.7K
FTS icon
37
Fortis
FTS
$28.3B
$1.76M 0.23%
42,900
+2,900
+7% +$119K
VZ icon
38
Verizon
VZ
$195B
$1.69M 0.22%
28,700
+4,750
+20% +$282K
VTRS icon
39
Viatris
VTRS
$18.7B
$1.59M 0.2%
+89,417
New +$1.46M
EFA icon
40
iShares MSCI EAFE ETF
EFA
$79.8B
$1.42M 0.18%
19,550
– –
BMO icon
41
Bank of Montreal
BMO
$127B
$1.26M 0.16%
16,544
– –
CVX icon
42
Chevron
CVX
$382B
$1.12M 0.14%
13,075
+725
+6% +$58.7K
TROW icon
43
T. Rowe Price
TROW
$24.3B
$1.05M 0.14%
7,100
– –
JNJ icon
44
Johnson & Johnson
JNJ
$631B
$980K 0.13%
6,426
+150
+2% +$22.1K
PBA icon
45
Pembina Pipeline
PBA
$27.8B
$967K 0.12%
40,000
-500
-1% -$11.8K
CVS icon
46
CVS Health
CVS
$122B
$890K 0.11%
+13,100
New +$852K
UNP icon
47
Union Pacific
UNP
$174B
$872K 0.11%
4,285
– –
T icon
48
AT&T
T
$165B
$703K 0.09%
32,438
+2,913
+10% +$62.8K
CNI icon
49
Canadian National Railway
CNI
$75.7B
$624K 0.08%
5,656
– –
PEP icon
50
PepsiCo
PEP
$188B
$617K 0.08%
4,250
+875
+26% +$124K
1
2
3

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TI
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GWM
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CCA
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BCM
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Nexus Investment Management's Q4 2020 Portfolio in Review

As of Q4 2020, Nexus Investment Management held 70 positions worth $776M, up 17% from $660M the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Nexus Investment Management's Q4 2020 filing shows 5 new, 28 increased, 19 reduced and 2 closed positions. Its largest new stake was Viatris: 89,417 shares worth $1.59M. The largest sale was Microsoft, an estimated $1.58M.

By sector, the portfolio is most concentrated in Financials at 27% of assets, up from 26% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Nexus Investment Management's largest Q4 2020 buy was Viatris: 89,417 shares worth $1.59M.
  • Nexus Investment Management added most to Medtronic in Q4 2020, an estimated $4.48M increase.
  • Nexus Investment Management's biggest Q4 2020 reduction was Microsoft, cutting an estimated $1.58M.
  • Nexus Investment Management fully exited Apple in Q4 2020, selling an estimated $637K.
  • Nexus Investment Management's ten largest holdings make up 46% of its $776M portfolio in Q4 2020.
  • Nexus Investment Management opened 5 new positions and closed 2 in Q4 2020.
  • Nexus Investment Management's portfolio value rose 17% quarter-over-quarter to $776M.

Based on Nexus Investment Management's 13F filing for Q4 2020, filed 11 Jan 2021.