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
-$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$1.15M
3
+$417K
4
DFS
Discover Financial Services
DFS
+$264K
5
BIIB icon
Biogen
BIIB
+$236K

Top Sells

1
+$656K
2
+$565K
3
+$560K
4
GLW icon
Corning
GLW
+$503K
5
MDT icon
Medtronic
MDT
+$360K

Sector Composition

1 Financials 23.1%
2 Energy 15.48%
3 Healthcare 13.31%
4 Communication Services 13.04%
5 Consumer Discretionary 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.1M 2.27%
610,952
-4,175
27
$18.9M 2.13%
548,037
+2,428
28
$17M 1.92%
161,080
+695
29
$15.2M 1.71%
193,889
-4,600
30
$14M 1.58%
+171,341
31
$7.49M 0.85%
99,600
+5,550
32
$4.8M 0.54%
36,685
33
$4.2M 0.47%
109,558
-1,200
34
$3.19M 0.36%
165,816
-14,789
35
$3.11M 0.35%
102,100
-16,500
36
$3.1M 0.35%
14,074
37
$2.99M 0.34%
78,565
-1,200
38
$2.87M 0.32%
19,671
-150
39
$2.76M 0.31%
71,361
+558
40
$2.22M 0.25%
63,130
-600
41
$2.17M 0.25%
31,550
42
$2.15M 0.24%
10,560
+600
43
$1.72M 0.19%
10,200
-500
44
$1.61M 0.18%
49,600
-10,200
45
$1.59M 0.18%
35,540
46
$1.4M 0.16%
16,544
47
$1.37M 0.15%
42,250
48
$1.22M 0.14%
10,355
-500
49
$1.2M 0.13%
7,676
-1,000
50
$1.01M 0.11%
48,200
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