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
$959M
AUM Growth
+$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$2.98M
3
+$2.68M
4
DG icon
Dollar General
DG
+$1.69M
5
TU icon
Telus
TU
+$798K

Top Sells

1
+$15.9M
2
+$6.01M
3
+$5.02M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.59M
5
JPM icon
JPMorgan Chase
JPM
+$389K

Sector Composition

1 Financials 24.39%
2 Energy 13.85%
3 Healthcare 12.83%
4 Consumer Discretionary 11.42%
5 Communication Services 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22M 2.29%
611,102
+150
27
$21.9M 2.28%
680,355
-1,025
28
$21.7M 2.26%
548,202
+165
29
$21.4M 2.23%
743,376
+1,825
30
$16M 1.67%
171,341
31
$15.9M 1.66%
193,114
-775
32
$4.2M 0.44%
106,258
-3,300
33
$4.07M 0.42%
155,475
-10,341
34
$4.04M 0.42%
97,865
+19,300
35
$3.48M 0.36%
71,966
+605
36
$3.18M 0.33%
19,546
-125
37
$3M 0.31%
98,600
-3,500
38
$2.88M 0.3%
12,432
-1,642
39
$2.66M 0.28%
63,130
40
$2.59M 0.27%
10,560
41
$2.54M 0.26%
18,175
-18,510
42
$2.38M 0.25%
31,550
43
$1.91M 0.2%
41,790
+6,250
44
$1.73M 0.18%
45,900
-3,700
45
$1.64M 0.17%
16,544
46
$1.39M 0.14%
42,250
47
$1.37M 0.14%
9,200
-1,000
48
$1.29M 0.13%
48,200
49
$1.2M 0.13%
7,676
50
$1.05M 0.11%
30,500
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