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
$967M
AUM Growth
+$90.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$5.17M
3
+$393K
4
SU icon
Suncor Energy
SU
+$370K
5
MDT icon
Medtronic
MDT
+$360K

Top Sells

1
+$4.96M
2
+$1.85M
3
+$1.73M
4
JPM icon
JPMorgan Chase
JPM
+$1.73M
5
UPS icon
United Parcel Service
UPS
+$1.16M

Sector Composition

1 Financials 25.38%
2 Healthcare 13.32%
3 Communication Services 12.61%
4 Consumer Discretionary 12.58%
5 Technology 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.4M 1.9%
478,978
-6,823
27
$17.3M 1.79%
404,075
+2,600
28
$16.8M 1.73%
1,754,960
+37,510
29
$10.3M 1.07%
84,460
-2,000
30
$5.17M 0.53%
+61,090
31
$4.53M 0.47%
89,130
-85
32
$4.28M 0.44%
86,876
-200
33
$3.83M 0.4%
16,121
-688
34
$3.74M 0.39%
65,754
+252
35
$3.71M 0.38%
21,675
-25
36
$2.22M 0.23%
39,700
+5,000
37
$2.14M 0.22%
77,859
-2,114
38
$2.1M 0.22%
51,250
+1,850
39
$1.88M 0.19%
42,500
-1,000
40
$1.69M 0.18%
16,544
41
$1.54M 0.16%
19,550
42
$1.41M 0.15%
7,100
43
$1.37M 0.14%
13,075
44
$1.27M 0.13%
40,000
45
$1.12M 0.12%
78,422
-10,933
46
$1.01M 0.1%
6,126
-300
47
$942K 0.1%
4,285
48
$815K 0.08%
45,894
49
$712K 0.07%
24,300
50
$705K 0.07%
32,438
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