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
$886M
AUM Growth
+$82.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$4.94M
3
+$4.67M
4
KMX icon
CarMax
KMX
+$4.59M
5
META icon
Meta Platforms (Facebook)
META
+$2.36M

Top Sells

1
+$9.44M
2
+$9.08M
3
+$353K
4
PBA icon
Pembina Pipeline
PBA
+$340K
5
BN icon
Brookfield
BN
+$328K

Sector Composition

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
26
$20.4M 2.3%
605,322
+14,575
27
$19M 2.15%
410,734
+500
28
$14.2M 1.6%
182,624
-2,100
29
$12.4M 1.4%
520,016
+27,810
30
$8.61M 0.97%
90,650
+1,925
31
$7.19M 0.81%
81,445
-175
32
$6.37M 0.72%
188,527
-1,476
33
$5.13M 0.58%
116,696
+12,575
34
$3.92M 0.44%
122,600
+4,900
35
$3.34M 0.38%
14,187
-242
36
$3.14M 0.35%
78,525
+1,900
37
$2.76M 0.31%
68,140
+454
38
$2.43M 0.27%
19,821
39
$2.4M 0.27%
13,350
-1,750
40
$2.18M 0.25%
55,400
+125
41
$2.1M 0.24%
10,160
+150
42
$2.07M 0.23%
31,550
43
$1.87M 0.21%
63,130
44
$1.53M 0.17%
8,676
+1,200
45
$1.5M 0.17%
16,544
46
$1.4M 0.16%
31,450
+550
47
$1.31M 0.15%
11,855
+1,523
48
$1.19M 0.13%
42,950
-2,000
49
$1.05M 0.12%
31,000
-10,000
50
$1.01M 0.11%
48,200
-15,644
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