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
$983M
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.34M
3
+$1.45M
4
MDT icon
Medtronic
MDT
+$1.26M
5
UNP icon
Union Pacific
UNP
+$882K

Top Sells

1
+$7.53M
2
+$6.73M
3
+$5.91M
4
UPS icon
United Parcel Service
UPS
+$4.56M
5
CAE icon
CAE Inc
CAE
+$1.78M

Sector Composition

1 Financials 25.32%
2 Healthcare 15.53%
3 Communication Services 12.79%
4 Technology 10.58%
5 Energy 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.4M 2.08%
810,421
-70,420
27
$20.3M 2.07%
196,509
+12,205
28
$16.8M 1.71%
394,634
-9,300
29
$11.9M 1.21%
82,020
-480
30
$7.81M 0.79%
87,790
+26,300
31
$5.24M 0.53%
100,776
+15,000
32
$4.46M 0.45%
15,298
-716
33
$4.19M 0.43%
21,321
-354
34
$3.87M 0.39%
66,466
+354
35
$3.5M 0.36%
72,500
+30,000
36
$2.81M 0.29%
59,130
-30,000
37
$2.48M 0.25%
31,550
+7,500
38
$2.45M 0.25%
47,200
+5,800
39
$2.44M 0.25%
75,103
-3,711
40
$2M 0.2%
53,850
+2,600
41
$2M 0.2%
7,935
+3,500
42
$1.78M 0.18%
16,544
43
$1.71M 0.17%
14,575
+600
44
$1.4M 0.14%
7,100
45
$1.25M 0.13%
7,276
+500
46
$1.21M 0.12%
40,000
47
$949K 0.1%
45,894
48
$877K 0.09%
1,545
49
$738K 0.08%
4,250
50
$690K 0.07%
5,618
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