NIM

Nexus Investment Management Portfolio holdings

AUM $734M
1-Year Est. Return 31.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$669M
AUM Growth
-$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$1.76M
3
+$781K
4
TXN icon
Texas Instruments
TXN
+$711K
5
COF icon
Capital One
COF
+$660K

Top Sells

1
+$42.4M
2
+$747K
3
+$607K
4
META icon
Meta Platforms (Facebook)
META
+$568K
5
GILD icon
Gilead Sciences
GILD
+$433K

Sector Composition

1 Financials 21.21%
2 Technology 16.57%
3 Communication Services 14.83%
4 Healthcare 14.55%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.23%
7,755
27
$1.43M 0.21%
9,331
28
$1.25M 0.19%
7,110
29
$1.08M 0.16%
7,576
30
$675K 0.1%
15,610
31
$660K 0.1%
+3,101
32
$642K 0.1%
3,456
33
$631K 0.09%
809
34
$615K 0.09%
5,705
35
$556K 0.08%
19,210
36
$522K 0.08%
17,890
37
$517K 0.08%
15,840
38
$496K 0.07%
11,415
39
$361K 0.05%
3,740
40
$349K 0.05%
2,000
41
$339K 0.05%
2,490
42
$333K 0.05%
2,584
43
$296K 0.04%
3,735
44
$287K 0.04%
1,800
45
$253K 0.04%
5,350
46
$192K 0.03%
3,719
47
$173K 0.03%
175
+75
48
$172K 0.03%
3,024
49
$122K 0.02%
2,457
50
$116K 0.02%
1,185
+630
1
2
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