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NIM

Nexus Investment Management Portfolio holdings

AUM $767M
1-Year Est. Return 30.97%
This Fund
S&P 500
This Quarter Est. Return
+0.84%
1 Year Est. Return
+30.97%
3 Year Est. Return
+77.55%
5 Year Est. Return
+80.63%
10 Year Est. Return
+339.33%
AUM
$1,000M
AUM Growth
-$20M
Cap. Flow
-$15.6M
Cap. Flow %
-1.56%
Top 10 Hldgs %
41.45%
Holding
73
New
1
Increased
12
Reduced
38
Closed
4

Top Buys

Rank Stock Value
1
CNI icon
Canadian National Railway
CNI
+$25.7M
2
SOBO
South Bow Corp
SOBO
+$2.92M
3
UPS icon
United Parcel Service
UPS
+$993K
4
MDT icon
Medtronic
MDT
+$680K
5
TXN icon
Texas Instruments
TXN
+$638K

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$7.62M
2
MS icon
Morgan Stanley
MS
+$6.16M
3
GILD icon
Gilead Sciences
GILD
+$3.89M
4
JPM icon
JPMorgan Chase
JPM
+$3.35M
5
MGA icon
Magna International
MGA
+$3.08M

Sector Composition

Rank Sector Weight
1 Financials 25.88%
2 Energy 12.18%
3 Communication Services 11.89%
4 Consumer Discretionary 11.08%
5 Industrials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SU icon
26
Suncor Energy
SU
$81.3B
$18.5M 1.85%
519,355
+2,425
+0.5% +$93.3K
MDT icon
27
Medtronic
MDT
$119B
$18M 1.8%
225,279
+7,855
+4% +$680K
CVS icon
28
CVS Health
CVS
$115B
$17.7M 1.78%
395,292
-1,985
-0.5% -$111K
V icon
29
Visa
V
$691B
$17.4M 1.74%
55,176
-1,195
-2% -$359K
MGA icon
30
Magna International
MGA
$17.3B
$16.6M 1.66%
398,160
-71,675
-15% -$3.08M
MS icon
31
Morgan Stanley
MS
$320B
$16.6M 1.66%
132,027
-50,000
-27% -$6.16M
CVE icon
32
Cenovus Energy
CVE
$60.7B
$15.9M 1.59%
1,051,805
-2,545
-0.2% -$40.9K
HON icon
33
Honeywell
HON
$65.4B
$6.64M 0.66%
31,209
+1,485
+5% +$310K
CM icon
34
Canadian Imperial Bank of Commerce
CM
$103B
$4.68M 0.47%
74,142
+640
+0.9% +$40.7K
GLW icon
35
Corning
GLW
$127B
$4.44M 0.44%
93,400
-8,000
-8% -$379K
KR icon
36
Kroger
KR
$36.2B
$2.94M 0.29%
48,115
+175
+0.4% +$10.3K
SOBO
37
South Bow Corp
SOBO
$7.46B
$2.81M 0.28%
+119,342
New +$2.92M
PRAA icon
38
PRA Group
PRAA
$774M
$2.76M 0.28%
132,333
-11,617
-8% -$248K
FTS icon
39
Fortis
FTS
$27.8B
$2.56M 0.26%
61,765
-22,000
-26% -$962K
EFA icon
40
iShares MSCI EAFE ETF
EFA
$78.4B
$2.39M 0.24%
31,550
– –
UNP icon
41
Union Pacific
UNP
$168B
$2.39M 0.24%
10,460
-1,500
-13% -$355K
FSV icon
42
FirstService
FSV
$5.79B
$2.08M 0.21%
11,495
– –
DHR icon
43
Danaher
DHR
$149B
$1.99M 0.2%
8,655
– –
OTEX icon
44
Open Text
OTEX
$5.69B
$1.78M 0.18%
63,130
– –
BN icon
45
Brookfield
BN
$83B
$1.6M 0.16%
41,852
-1,972
-4% -$74.3K
GOOGL icon
46
Alphabet (Google) Class A
GOOGL
$4.25T
$1.39M 0.14%
7,330
-1,850
-20% -$324K
CNQ icon
47
Canadian Natural Resources
CNQ
$104B
$1.25M 0.13%
40,550
– –
JNJ icon
48
Johnson & Johnson
JNJ
$651B
$1.23M 0.12%
8,526
– –
CVX icon
49
Chevron
CVX
$415B
$956K 0.1%
6,600
-50
-0.8% -$7.65K
TRI icon
50
Thomson Reuters
TRI
$43.1B
$903K 0.09%
5,548
– –
1
2
3

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ACP
Albar Capital Partners London, United Kingdom $767M AUM 61.96% 1-Year Est. Return
SFM
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ISWM
Independent Solutions Wealth Management Williamsville, New York $766M AUM 31.53% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CNB
Camden National Bank Camden, Maine $767M AUM 14.32% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
ACM
Arvin Capital Management Austin, Texas $766M AUM 36.51% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Nexus Investment Management's Q4 2024 Portfolio in Review

As of Q4 2024, Nexus Investment Management held 73 positions worth $1,000M, down 2% from $1.02B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Nexus Investment Management's Q4 2024 filing shows 1 new, 12 increased, 38 reduced and 4 closed positions. Its largest new stake was South Bow Corp: 119,342 shares worth $2.81M. The largest sale was Meta Platforms (Facebook), an estimated $7.62M.

By sector, the portfolio is most concentrated in Financials at 26% of assets, down from 27% a quarter earlier, followed by Energy and Communication Services.

  • Nexus Investment Management's largest Q4 2024 buy was South Bow Corp: 119,342 shares worth $2.81M.
  • Nexus Investment Management added most to Canadian National Railway in Q4 2024, an estimated $25.7M increase.
  • Nexus Investment Management's biggest Q4 2024 reduction was Meta Platforms (Facebook), cutting an estimated $7.62M.
  • Nexus Investment Management fully exited Pembina Pipeline in Q4 2024, selling an estimated $413K.
  • Nexus Investment Management's ten largest holdings make up 41% of its $1,000M portfolio in Q4 2024.
  • Nexus Investment Management opened 1 new position and closed 4 in Q4 2024.
  • Nexus Investment Management's portfolio value fell 2% quarter-over-quarter to $1,000M.

Based on Nexus Investment Management's 13F filing for Q4 2024, filed 15 Jan 2025.