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
$803M
AUM Growth
-$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.01M
3
+$1.47M
4
GLW icon
Corning
GLW
+$1.42M
5
TRP icon
TC Energy
TRP
+$1.4M

Top Sells

1
+$708K
2
+$337K
3
+$271K
4
EIX icon
Edison International
EIX
+$221K
5
DG icon
Dollar General
DG
+$151K

Sector Composition

1 Financials 22.23%
2 Energy 17.06%
3 Healthcare 15.17%
4 Communication Services 11.29%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.9M 1.98%
410,234
+6,100
27
$14.9M 1.86%
184,724
-3,360
28
$13.1M 1.63%
847,946
+20,475
29
$12.1M 1.51%
492,206
+28,186
30
$7.81M 0.97%
81,620
+100
31
$7.67M 0.96%
88,725
+7,625
32
$6.24M 0.78%
190,003
-554
33
$4.4M 0.55%
104,121
+9,025
34
$3.42M 0.43%
117,700
+48,800
35
$3.3M 0.41%
14,429
-113
36
$2.99M 0.37%
67,686
+434
37
$2.93M 0.37%
76,625
+1,925
38
$2.38M 0.3%
19,821
39
$2.17M 0.27%
15,100
+725
40
$2.1M 0.26%
55,275
+3,075
41
$1.95M 0.24%
10,010
+675
42
$1.77M 0.22%
31,550
43
$1.68M 0.21%
63,130
+4,000
44
$1.46M 0.18%
16,544
45
$1.42M 0.18%
63,844
46
$1.35M 0.17%
+30,900
47
$1.25M 0.16%
41,000
48
$1.22M 0.15%
7,476
-300
49
$1.05M 0.13%
44,950
-944
50
$902K 0.11%
10,332
+500
1
2
3