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
$952M
AUM Growth
-$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$5.49M
3
+$2.76M
4
BIP icon
Brookfield Infrastructure Partners
BIP
+$2.7M
5
CAE icon
CAE Inc
CAE
+$2.38M

Top Sells

1
+$31.3M
2
+$11.1M
3
+$6.44M
4
EOG icon
EOG Resources
EOG
+$6.18M
5
META icon
Meta Platforms (Facebook)
META
+$4.51M

Sector Composition

1 Financials 24.87%
2 Communication Services 13.02%
3 Energy 12.85%
4 Consumer Discretionary 11.74%
5 Technology 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.8M 2.08%
288,418
-1,060
27
$19.7M 2.07%
470,635
+44,028
28
$18.7M 1.96%
96,090
+8,325
29
$17.7M 1.86%
182,027
30
$17M 1.79%
216,374
+22,870
31
$5.94M 0.62%
+27,815
32
$3.87M 0.41%
99,600
33
$3.47M 0.36%
73,030
+501
34
$3.25M 0.34%
83,765
+400
35
$2.83M 0.3%
144,125
-10,899
36
$2.68M 0.28%
11,860
+1,150
37
$2.47M 0.26%
31,550
38
$2.44M 0.26%
13,409
-4,764
39
$2.22M 0.23%
44,440
+1,050
40
$2.17M 0.23%
8,705
-3,727
41
$1.9M 0.2%
63,130
42
$1.81M 0.19%
43,900
-2,000
43
$1.75M 0.18%
11,518
-8,028
44
$1.46M 0.15%
41,102
+152
45
$1.36M 0.14%
16,244
-600
46
$1.3M 0.14%
35,000
-500
47
$1.25M 0.13%
8,526
+150
48
$1.22M 0.13%
44,007
+183
49
$954K 0.1%
6,100
-3,000
50
$949K 0.1%
5,635
1
2
3 4