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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
+8.8%
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
$886M
AUM Growth
+$82.6M
Cap. Flow
+$24.4M
Cap. Flow %
2.75%
Top 10 Hldgs %
42.25%
Holding
75
New
11
Increased
36
Reduced
16
Closed
2

Top Buys

Rank Stock Value
1
BNS icon
Scotiabank
BNS
+$5.71M
2
CAE icon
CAE Inc. Common Shares
CAE
+$4.91M
3
KMX icon
CarMax
KMX
+$4.83M
4
TD icon
Toronto Dominion Bank
TD
+$4.66M
5
META icon
Meta Platforms (Facebook)
META
+$2.31M

Top Sells

Rank Stock Value
1
SU icon
Suncor Energy
SU
+$9.78M
2
CVE icon
Cenovus Energy
CVE
+$8.98M
3
MTB icon
M&T Bank
MTB
+$353K
4
BN icon
Brookfield
BN
+$351K
5
PBA icon
Pembina Pipeline
PBA
+$335K

Sector Composition

Rank Sector Weight
1 Financials 23.02%
2 Healthcare 15.69%
3 Energy 15.53%
4 Consumer Discretionary 10.62%
5 Communication Services 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GM icon
26
General Motors
GM
$77.2B
$20.4M 2.3%
605,322
+14,575
+2% +$539K
BSX icon
27
Boston Scientific
BSX
$73.1B
$19M 2.15%
410,734
+500
+0.1% +$21.7K
MDT icon
28
Medtronic
MDT
$114B
$14.2M 1.6%
182,624
-2,100
-1% -$170K
WDC icon
29
Western Digital
WDC
$151B
$12.4M 1.4%
520,016
+27,810
+6% +$734K
AEP icon
30
American Electric Power
AEP
$66.9B
$8.61M 0.97%
90,650
+1,925
+2% +$175K
GOOGL icon
31
Alphabet (Google) Class A
GOOGL
$4.37T
$7.19M 0.81%
81,445
-175
-0.2% -$16.6K
PRAA icon
32
PRA Group
PRAA
$714M
$6.37M 0.72%
188,527
-1,476
-0.8% -$48.6K
BCE icon
33
BCE
BCE
$21B
$5.13M 0.58%
116,696
+12,575
+12% +$566K
GLW icon
34
Corning
GLW
$136B
$3.92M 0.44%
122,600
+4,900
+4% +$159K
DHR icon
35
Danaher
DHR
$147B
$3.34M 0.38%
14,187
-242
-2% -$56.1K
FTS icon
36
Fortis
FTS
$28.3B
$3.14M 0.35%
78,525
+1,900
+2% +$74.5K
CM icon
37
Canadian Imperial Bank of Commerce
CM
$109B
$2.76M 0.31%
68,140
+454
+0.7% +$20K
FSV icon
38
FirstService
FSV
$6.27B
$2.43M 0.27%
19,821
– –
CVX icon
39
Chevron
CVX
$382B
$2.4M 0.27%
13,350
-1,750
-12% -$305K
VZ icon
40
Verizon
VZ
$195B
$2.18M 0.25%
55,400
+125
+0.2% +$4.71K
UNP icon
41
Union Pacific
UNP
$174B
$2.1M 0.24%
10,160
+150
+1% +$30.8K
EFA icon
42
iShares MSCI EAFE ETF
EFA
$79.8B
$2.07M 0.23%
31,550
– –
OTEX icon
43
Open Text
OTEX
$5.99B
$1.87M 0.21%
63,130
– –
JNJ icon
44
Johnson & Johnson
JNJ
$631B
$1.53M 0.17%
8,676
+1,200
+16% +$207K
BMO icon
45
Bank of Montreal
BMO
$127B
$1.5M 0.17%
16,544
– –
KR icon
46
Kroger
KR
$34.6B
$1.4M 0.16%
31,450
+550
+2% +$25.3K
XOM icon
47
ExxonMobil
XOM
$657B
$1.31M 0.15%
11,855
+1,523
+15% +$163K
CNQ icon
48
Canadian Natural Resources
CNQ
$97.4B
$1.19M 0.13%
42,950
-2,000
-4% -$57.2K
PBA icon
49
Pembina Pipeline
PBA
$27.8B
$1.05M 0.12%
31,000
-10,000
-24% -$335K
BN icon
50
Brookfield
BN
$109B
$1.01M 0.11%
48,200
-15,644
-25% -$351K
1
2
3

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Nexus Investment Management's Q4 2022 Portfolio in Review

As of Q4 2022, Nexus Investment Management held 75 positions worth $886M, up 10% from $803M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Nexus Investment Management's Q4 2022 filing shows 11 new, 36 increased, 16 reduced and 2 closed positions. Its largest new stake was AbbVie: 3,456 shares worth $559K. The largest sale was Suncor Energy, an estimated $9.78M.

By sector, the portfolio is most concentrated in Financials at 23% of assets, up from 22% a quarter earlier, followed by Healthcare and Energy.

  • Nexus Investment Management's largest Q4 2022 buy was AbbVie: 3,456 shares worth $559K.
  • Nexus Investment Management added most to Scotiabank in Q4 2022, an estimated $5.71M increase.
  • Nexus Investment Management's biggest Q4 2022 reduction was Suncor Energy, cutting an estimated $9.78M.
  • Nexus Investment Management fully exited M&T Bank in Q4 2022, selling an estimated $353K.
  • Nexus Investment Management's ten largest holdings make up 42% of its $886M portfolio in Q4 2022.
  • Nexus Investment Management opened 11 new positions and closed 2 in Q4 2022.
  • Nexus Investment Management's portfolio value rose 10% quarter-over-quarter to $886M.

Based on Nexus Investment Management's 13F filing for Q4 2022, filed 9 Jan 2023.