NIM
Nexus Investment Management Portfolio holdings
AUM $884M
This Quarter Return
+3.16%
1 Year Return
+8.85%
3 Year Return
+16.99%
5 Year Return
+135.06%
10 Year Return
+204.39%
AUM
$884M
AUM Growth
-$116M (-12%)
Cap. Flow
-$382M
Cap. Flow % of AUM
-43.28%
Top 10 Holdings %Top 10 Hldgs %
59.45%
Holding
98
New
29
Increased
29
Reduced
8
Closed
23
Top Buys
| 1 | $21.8M | |
| 2 | $3.86M | |
| 3 | $2.02M | |
| 4 | $1.87M | |
| 5 | $1.77M |
Top Sells
| 1 | $54M | |
| 2 | $39.5M | |
| 3 | $37.6M | |
| 4 | $37.4M | |
| 5 | $36.5M |
Sector Composition
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $154K | 0.02% | +195 | New | +$154K | |||
| $136K | 0.02% | +100 | New | +$136K | |||
| $130K | 0.01% | +966 | New | +$130K | |||
| $121K | 0.01% | 13,000 -10,300 | -44% | -$95.9K | |||
| $93.5K | 0.01% | +667 | New | +$93.5K | |||
| $92K | 0.01% | +3,940 | New | +$92K | |||
| $83.6K | 0.01% | +953 | New | +$83.6K | |||
| $80.4K | 0.01% | +400 | New | +$80.4K | |||
| $70.1K | 0.01% | +555 | New | +$70.1K | |||
| $51K | 0.01% | +225 | New | +$51K | |||
| $49.4K | 0.01% | +150 | New | +$49.4K | |||
| $48.4K | 0.01% | +125 | New | +$48.4K | |||
| $46.7K | 0.01% | +61 | New | +$46.7K | |||
| $46.1K | 0.01% | +1,650 | New | +$46.1K | |||
| $45.1K | 0.01% | +650 | New | +$45.1K | |||
| $35.3K | ﹤0.01% | +220 | New | +$35.3K | |||
| $29.2K | ﹤0.01% | +65 | New | +$29.2K | |||
| $27.2K | ﹤0.01% | +1,489 | New | +$27.2K | |||
| $27K | ﹤0.01% | +125 | New | +$27K | |||
| $24.7K | ﹤0.01% | +300 | New | +$24.7K | |||
| $22.3K | ﹤0.01% | +500 | New | +$22.3K | |||
| $19.2K | ﹤0.01% | +60 | New | +$19.2K | |||
| $8.38K | ﹤0.01% | +44 | New | +$8.38K | |||
| $5.12K | ﹤0.01% | +409 | New | +$5.12K | |||
| – | – | -4,104 | Closed | -$222K |
