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
$704M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$5.77M
2
+$3.64M
3
+$3.19M
4
PFE icon
Pfizer
PFE
+$2.46M
5
GILD icon
Gilead Sciences
GILD
+$2.36M

Top Sells

1
+$9.22M
2
+$1.62M
3
+$1.54M
4
JPM icon
JPMorgan Chase
JPM
+$1.5M
5
GLW icon
Corning
GLW
+$1.07M

Sector Composition

1 Financials 21.59%
2 Healthcare 17.02%
3 Technology 15.78%
4 Communication Services 14.82%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRAA icon
51
PRA Group
PRAA
$572M
$99.6K 0.01%
6,450
COST icon
52
Costco
COST
$409B
$92.6K 0.01%
100
-75
BHC icon
53
Bausch Health
BHC
$2.23B
$83.8K 0.01%
13,000
CL icon
54
Colgate-Palmolive
CL
$62.3B
$77.2K 0.01%
966
VLTO icon
55
Veralto
VLTO
$25.6B
$71.1K 0.01%
667
WMT icon
56
Walmart
WMT
$825B
$57.2K 0.01%
555
-630
FNV icon
57
Franco-Nevada
FNV
$35.9B
$55.7K 0.01%
250
+25
NEM icon
58
Newmont
NEM
$86.4B
$54.8K 0.01%
650
B
59
Barrick Mining
B
$54.3B
$43.4K 0.01%
2,300
+650
BMY icon
60
Bristol-Myers Squibb
BMY
$87.3B
$43K 0.01%
953
AXP icon
61
American Express
AXP
$249B
$41.5K 0.01%
125
GDXJ icon
62
VanEck Junior Gold Miners ETF
GDXJ
$7.79B
$34.7K ﹤0.01%
350
+50
SLV icon
63
iShares Silver Trust
SLV
$23.1B
$31.8K ﹤0.01%
750
+250
BRK.B icon
64
Berkshire Hathaway Class B
BRK.B
$1.04T
$30.7K ﹤0.01%
61
-105
NVS icon
65
Novartis
NVS
$239B
$28.2K ﹤0.01%
220
BDX icon
66
Becton Dickinson
BDX
$53B
$28.1K ﹤0.01%
150
PEP icon
67
PepsiCo
PEP
$206B
$17.6K ﹤0.01%
125
ACN icon
68
Accenture
ACN
$158B
$16K ﹤0.01%
65
AAPL icon
69
Apple
AAPL
$3.99T
$15.3K ﹤0.01%
60
-200
VTRS icon
70
Viatris
VTRS
$11.9B
– –
-409
SBUX icon
71
Starbucks
SBUX
$97.9B
– –
-380
RTX icon
72
RTX Corp
RTX
$241B
– –
-44
MCD icon
73
McDonald's
MCD
$220B
– –
-140
HQL
74
abrdn Life Sciences Investors
HQL
$508M
– –
-1,489
HQH
75
abrdn Healthcare Investors
HQH
$1.05B
– –
-3,940
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3
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