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
$1.04B
AUM Growth
+$79.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$2.88M
3
+$2.85M
4
UPS icon
United Parcel Service
UPS
+$2.75M
5
TD icon
Toronto Dominion Bank
TD
+$2.75M

Top Sells

1
+$28M
2
+$635K
3
+$573K
4
META icon
Meta Platforms (Facebook)
META
+$454K
5
BIIB icon
Biogen
BIIB
+$238K

Sector Composition

1 Financials 24.38%
2 Energy 14.32%
3 Healthcare 12.42%
4 Communication Services 11.67%
5 Consumer Discretionary 11.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$23.3M 2.24%
426,607
+25,910
27
$23.1M 2.23%
833,846
+90,470
28
$21.2M 2.04%
289,478
-500
29
$17.1M 1.65%
182,027
+10,686
30
$16.9M 1.63%
193,504
+390
31
$15.3M 1.47%
+87,765
32
$4.04M 0.39%
155,024
-451
33
$3.68M 0.35%
72,529
+563
34
$3.61M 0.35%
106,258
35
$3.3M 0.32%
83,365
-14,500
36
$3.28M 0.32%
99,600
+1,000
37
$3.24M 0.31%
19,546
38
$3.1M 0.3%
12,432
39
$2.74M 0.26%
18,173
-2
40
$2.63M 0.25%
10,710
+150
41
$2.52M 0.24%
31,550
42
$2.48M 0.24%
43,390
+1,600
43
$2.45M 0.24%
63,130
44
$1.93M 0.19%
45,900
45
$1.65M 0.16%
16,844
+300
46
$1.56M 0.15%
40,950
-1,300
47
$1.44M 0.14%
9,100
-100
48
$1.32M 0.13%
8,376
+700
49
$1.25M 0.12%
35,500
+5,000
50
$1.22M 0.12%
43,824
-4,376
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