NIM

Nexus Investment Management Portfolio holdings

AUM $715M
1-Year Est. Return 29.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$715M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.18M
3
+$1.06M
4
V icon
Visa
V
+$903K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$882K

Top Sells

1
+$13.1M
2
+$3.34M
3
+$1.07M
4
ROST icon
Ross Stores
ROST
+$1.04M
5
JPM icon
JPMorgan Chase
JPM
+$897K

Sector Composition

1 Financials 19.26%
2 Healthcare 18.16%
3 Technology 14.6%
4 Communication Services 12.16%
5 Consumer Discretionary 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CL icon
51
Colgate-Palmolive
CL
$70B
$82.3K 0.01%
966
NEM icon
52
Newmont
NEM
$116B
$70.4K 0.01%
650
WMT icon
53
Walmart Inc
WMT
$1.05T
$69K 0.01%
555
AUGO
54
Aura Minerals Inc
AUGO
$6.88B
$64.9K 0.01%
+795
FNV icon
55
Franco-Nevada
FNV
$43.7B
$61.8K 0.01%
250
ORCL icon
56
Oracle
ORCL
$494B
$58.8K 0.01%
400
BMY icon
57
Bristol-Myers Squibb
BMY
$119B
$57.8K 0.01%
953
SLV icon
58
iShares Silver Trust
SLV
$38.7B
$51.1K 0.01%
750
VLTO icon
59
Veralto
VLTO
$21.5B
$47.2K 0.01%
534
BHC icon
60
Bausch Health
BHC
$2.11B
$45.9K 0.01%
8,500
GDXJ icon
61
VanEck Junior Gold Miners ETF
GDXJ
$8.68B
$42K 0.01%
350
AXP icon
62
American Express
AXP
$218B
$37.8K 0.01%
125
NVS icon
63
Novartis
NVS
$280B
$33.6K ﹤0.01%
220
BRK.B icon
64
Berkshire Hathaway Class B
BRK.B
$1.02T
$29.2K ﹤0.01%
61
BDX icon
65
Becton Dickinson
BDX
$42.5B
$23.6K ﹤0.01%
150
AAPL icon
66
Apple
AAPL
$4.11T
$15.2K ﹤0.01%
60
WAT icon
67
Waters Corp
WAT
$30.1B
$5.96K ﹤0.01%
+20
HQH
68
abrdn Healthcare Investors
HQH
$1.13B
$1.8K ﹤0.01%
+101
HQL
69
abrdn Life Sciences Investors
HQL
$534M
$521 ﹤0.01%
+32
SOLS
70
Solstice Advanced Materials
SOLS
$12.8B
– –
-7,616
VWO icon
71
Vanguard FTSE Emerging Markets ETF
VWO
$120B
– –
-2,457
VEA icon
72
Vanguard FTSE Developed Markets ETF
VEA
$220B
– –
-3,024
PEP icon
73
PepsiCo
PEP
$215B
– –
-125
ACN icon
74
Accenture
ACN
$110B
– –
-65
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