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
$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
DHR icon
26
Danaher
DHR
$148B
$1.53M 0.23%
7,755
JNJ icon
27
Johnson & Johnson
JNJ
$452B
$1.43M 0.21%
9,331
GOOGL icon
28
Alphabet (Google) Class A
GOOGL
$3.45T
$1.25M 0.19%
7,110
CVX icon
29
Chevron
CVX
$307B
$1.08M 0.16%
7,576
VZ icon
30
Verizon
VZ
$168B
$675K 0.1%
15,610
COF icon
31
Capital One
COF
$139B
$660K 0.1%
+3,101
ABBV icon
32
AbbVie
ABBV
$384B
$642K 0.1%
3,456
LLY icon
33
Eli Lilly
LLY
$869B
$631K 0.09%
809
XOM icon
34
Exxon Mobil
XOM
$494B
$615K 0.09%
5,705
T icon
35
AT&T
T
$175B
$556K 0.08%
19,210
OTEX icon
36
Open Text
OTEX
$8.73B
$522K 0.08%
17,890
CSX icon
37
CSX Corp
CSX
$65B
$517K 0.08%
15,840
EXC icon
38
Exelon
EXC
$45.9B
$496K 0.07%
11,415
TROW icon
39
T. Rowe Price
TROW
$22.3B
$361K 0.05%
3,740
FSV icon
40
FirstService
FSV
$6.96B
$349K 0.05%
2,000
ABT icon
41
Abbott
ABT
$218B
$339K 0.05%
2,490
KMB icon
42
Kimberly-Clark
KMB
$34.1B
$333K 0.05%
2,584
MRK icon
43
Merck
MRK
$214B
$296K 0.04%
3,735
PG icon
44
Procter & Gamble
PG
$340B
$287K 0.04%
1,800
BAC icon
45
Bank of America
BAC
$390B
$253K 0.04%
5,350
EIX icon
46
Edison International
EIX
$22B
$192K 0.03%
3,719
COST icon
47
Costco
COST
$404B
$173K 0.03%
175
+75
VEA icon
48
Vanguard FTSE Developed Markets ETF
VEA
$179B
$172K 0.03%
3,024
VWO icon
49
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$122K 0.02%
2,457
WMT icon
50
Walmart
WMT
$816B
$116K 0.02%
1,185
+630