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
$919M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$465K
2
+$321K
3
+$304K
4
TRP icon
TC Energy
TRP
+$297K
5
EOG icon
EOG Resources
EOG
+$296K

Top Sells

1
+$6.36M
2
+$5.44M
3
+$3.39M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$937K
5
BEP icon
Brookfield Renewable
BEP
+$583K

Sector Composition

1 Financials 22.2%
2 Energy 14.32%
3 Healthcare 13.45%
4 Communication Services 12.83%
5 Consumer Discretionary 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.2M 2.42%
411,349
+3,115
27
$19.8M 2.16%
675,578
+3,909
28
$17.5M 1.9%
198,489
+2,140
29
$15.6M 1.7%
545,609
+1,872
30
$7.92M 0.86%
94,050
-900
31
$5.05M 0.55%
110,758
+611
32
$4.39M 0.48%
36,685
-45,460
33
$4.16M 0.45%
118,600
-4,000
34
$4.13M 0.45%
180,605
-3,213
35
$3.44M 0.37%
79,765
+1,240
36
$3.05M 0.33%
19,821
37
$3.03M 0.33%
70,803
+553
38
$2.99M 0.33%
14,074
39
$2.65M 0.29%
63,730
+600
40
$2.29M 0.25%
31,550
41
$2.22M 0.24%
59,800
+1,700
42
$2.04M 0.22%
9,960
-300
43
$1.68M 0.18%
10,700
-2,650
44
$1.67M 0.18%
35,540
45
$1.5M 0.16%
16,544
46
$1.44M 0.16%
8,676
47
$1.19M 0.13%
42,250
+1,300
48
$1.16M 0.13%
10,855
-1,000
49
$1.08M 0.12%
48,200
50
$960K 0.1%
30,500
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