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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
+3.16%
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
$884M
AUM Growth
-$116M
Cap. Flow
-$392M
Cap. Flow %
-44.34%
Top 10 Hldgs %
59.45%
Holding
98
New
29
Increased
29
Reduced
8
Closed
23

Top Buys

Rank Stock Value
1
FERG icon
Ferguson
FERG
+$16.4M
2
CVS icon
CVS Health
CVS
+$2.37M
3
ROST icon
Ross Stores
ROST
+$1.54M
4
EOG icon
EOG Resources
EOG
+$1.31M
5
PFE icon
Pfizer
PFE
+$1.27M

Top Sells

Rank Stock Value
1
RY icon
Royal Bank of Canada
RY
+$54M
2
TD icon
Toronto Dominion Bank
TD
+$39.5M
3
CAE icon
CAE Inc. Common Shares
CAE
+$37.6M
4
BNS icon
Scotiabank
BNS
+$37.4M
5
BIP icon
Brookfield Infrastructure Partners
BIP
+$36.5M

Sector Composition

Rank Sector Weight
1 Financials 19.97%
2 Healthcare 17%
3 Technology 15.08%
4 Communication Services 13.28%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHR icon
26
Danaher
DHR
$147B
$2.29M 0.26%
7,755
-900
-10% -$196K
JNJ icon
27
Johnson & Johnson
JNJ
$631B
$2.23M 0.25%
9,331
+805
+9% +$126K
CVX icon
28
Chevron
CVX
$382B
$1.82M 0.21%
7,576
+976
+15% +$153K
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$4.37T
$1.58M 0.18%
7,110
-220
-3% -$39.9K
ABBV icon
30
AbbVie
ABBV
$438B
$1.04M 0.12%
3,456
– –
VZ icon
31
Verizon
VZ
$195B
$1.02M 0.12%
15,610
+2,560
+20% +$107K
XOM icon
32
ExxonMobil
XOM
$657B
$976K 0.11%
5,705
+1,350
+31% +$149K
LLY icon
33
Eli Lilly
LLY
$1.1T
$961K 0.11%
809
– –
T icon
34
AT&T
T
$165B
$781K 0.09%
19,210
+1,410
+8% +$35.5K
EXC icon
35
Exelon
EXC
$45.8B
$757K 0.09%
11,415
+1,515
+15% +$63.3K
DFS
36
DELISTED
Discover Financial Services
DFS
$747K 0.08%
3,043
– –
CSX icon
37
CSX Corp
CSX
$92.8B
$671K 0.08%
15,840
– –
OTEX icon
38
Open Text
OTEX
$5.99B
$650K 0.07%
17,890
-45,240
-72% -$1.24M
KMB icon
39
Kimberly-Clark
KMB
$35.9B
$529K 0.06%
2,584
+684
+36% +$92.2K
TROW icon
40
T. Rowe Price
TROW
$24.3B
$494K 0.06%
3,740
– –
MRK icon
41
Merck
MRK
$323B
$482K 0.05%
3,735
+1,110
+42% +$104K
FSV icon
42
FirstService
FSV
$6.27B
$477K 0.05%
2,000
-9,495
-83% -$1.66M
ABT icon
43
Abbott
ABT
$188B
$475K 0.05%
2,490
– –
PG icon
44
Procter & Gamble
PG
$340B
$441K 0.05%
1,800
– –
BAC icon
45
Bank of America
BAC
$447B
$321K 0.04%
5,350
– –
EIX icon
46
Edison International
EIX
$26.1B
$315K 0.04%
+3,719
New +$214K
VEA icon
47
Vanguard FTSE Developed Markets ETF
VEA
$236B
$221K 0.03%
+3,024
New +$153K
PRAA icon
48
PRA Group
PRAA
$714M
$191K 0.02%
6,450
-125,883
-95% -$2.67M
BIIB icon
49
Biogen
BIIB
$30.6B
$181K 0.02%
+920
New +$132K
VWO icon
50
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$160K 0.02%
+2,457
New +$111K
1
2
3 4

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CCIP
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WI
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TI
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GWM
Gibbs Wealth Management Alpharetta, Georgia $762M AUM 18.55% 1-Year Est. Return
CCA
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BCM
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PGA
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SC
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Nexus Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Nexus Investment Management held 98 positions worth $884M, down 12% from $1,000M the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Nexus Investment Management withdrew a net $392M in Q1 2025, closing 23 positions and reducing 8 holdings. Its most notable exit was Royal Bank of Canada, an estimated $54M position sold in full.

By sector, the portfolio is most concentrated in Financials at 20% of assets, down from 26% a quarter earlier, followed by Healthcare and Technology.

Against the trend, Nexus Investment Management opened a new position in Ferguson worth $21.8M.

  • Nexus Investment Management's largest Q1 2025 buy was Ferguson: 94,481 shares worth $21.8M.
  • Nexus Investment Management added most to CVS Health in Q1 2025, an estimated $2.37M increase.
  • Nexus Investment Management's biggest Q1 2025 reduction was PRA Group, cutting an estimated $2.67M.
  • Nexus Investment Management fully exited Royal Bank of Canada in Q1 2025, selling an estimated $54M.
  • Nexus Investment Management's ten largest holdings make up 59% of its $884M portfolio in Q1 2025.
  • Nexus Investment Management opened 29 new positions and closed 23 in Q1 2025.
  • Nexus Investment Management's portfolio value fell 12% quarter-over-quarter to $884M.

Based on Nexus Investment Management's 13F filing for Q1 2025, filed 7 Apr 2025.