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
$926M
AUM Growth
-$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$460K
3
+$351K
4
JNJ icon
Johnson & Johnson
JNJ
+$105K
5
VZ icon
Verizon
VZ
+$91.8K

Top Sells

1
+$4.19M
2
+$2.94M
3
+$2.07M
4
BIP icon
Brookfield Infrastructure Partners
BIP
+$1.94M
5
DG icon
Dollar General
DG
+$915K

Sector Composition

1 Financials 25.31%
2 Healthcare 14.41%
3 Communication Services 12.97%
4 Consumer Discretionary 11.74%
5 Technology 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.7M 2.13%
461,334
-1,786
27
$17.5M 1.89%
403,934
-141
28
$17.5M 1.89%
1,745,900
-9,060
29
$11M 1.19%
82,500
-1,960
30
$4.99M 0.54%
61,490
+400
31
$4.33M 0.47%
89,130
32
$4.32M 0.47%
16,014
-107
33
$4.27M 0.46%
85,776
-1,100
34
$3.89M 0.42%
21,675
35
$3.65M 0.39%
66,112
+358
36
$2.26M 0.24%
78,814
+955
37
$2.24M 0.24%
41,400
+1,700
38
$1.88M 0.2%
24,050
+4,500
39
$1.87M 0.2%
42,500
40
$1.87M 0.2%
51,250
41
$1.64M 0.18%
16,544
42
$1.42M 0.15%
13,975
+900
43
$1.4M 0.15%
7,100
44
$1.26M 0.14%
40,000
45
$1.09M 0.12%
6,776
+650
46
$869K 0.09%
4,435
+150
47
$816K 0.09%
45,894
48
$694K 0.08%
1,545
-25
49
$675K 0.07%
24,300
50
$662K 0.07%
32,438
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