We are live on ! Find out more
NIM

Nexus Investment Management Portfolio holdings

AUM $767M
1-Year Est. Return 30.97%
This Fund
S&P 500
This Quarter Est. Return
-0.37%
1 Year Est. Return
+30.97%
3 Year Est. Return
+77.55%
5 Year Est. Return
+80.63%
10 Year Est. Return
+339.33%
AUM
$447M
AUM Growth
–
Cap. Flow
+$439M
Cap. Flow %
98.16%
Top 10 Hldgs %
44.33%
Holding
66
New
66
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
TD icon
Toronto Dominion Bank
TD
+$28.3M
2
RY icon
Royal Bank of Canada
RY
+$24.9M
3
BNS icon
Scotiabank
BNS
+$24.5M
4
ENB icon
Enbridge
ENB
+$21.5M
5
PFE icon
Pfizer
PFE
+$18.5M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 25.21%
2 Energy 15.85%
3 Technology 14.56%
4 Healthcare 12.15%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
T icon
51
AT&T
T
$183B
$518K 0.12%
+18,536
New +$515K
BAC icon
52
Bank of America
BAC
$416B
$387K 0.09%
+28,800
New +$367K
KMB icon
53
Kimberly-Clark
KMB
$32.8B
$386K 0.09%
+3,963
New +$382K
RDS.A
54
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$334K 0.07%
+5,353
New +$331K
GILD icon
55
Gilead Sciences
GILD
$181B
$322K 0.07%
+6,000
New +$313K
SCCO icon
56
Southern Copper
SCCO
$160B
$289K 0.06%
+10,917
New +$321K
IMO icon
57
Imperial Oil
IMO
$65.5B
$274K 0.06%
+6,850
New +$268K
TTE icon
58
TotalEnergies
TTE
$206B
$265K 0.06%
+5,200
New +$257K
MMM icon
59
3M
MMM
$84.9B
$246K 0.06%
+2,571
New +$233K
COST icon
60
Costco
COST
$400B
$231K 0.05%
+2,000
New +$219K
LLY icon
61
Eli Lilly
LLY
$1.01T
$231K 0.05%
+4,500
New +$245K
CCK icon
62
Crown Holdings
CCK
$12.2B
$215K 0.05%
+5,000
New +$211K
PEP icon
63
PepsiCo
PEP
$185B
$214K 0.05%
+2,500
New +$204K
CVX icon
64
Chevron
CVX
$427B
$210K 0.05%
+1,700
New +$205K
WIN
65
DELISTED
Windstream Holdings Inc
WIN
$153K 0.03%
+2,426
New +$158K
FTR
66
DELISTED
Frontier Communications Corp.
FTR
$89K 0.02%
+1,400
New +$86.6K
1 2
3

Similar funds

ACP
Albar Capital Partners London, United Kingdom $767M AUM 61.96% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $767M AUM 119.71% 1-Year Est. Return
ISWM
Independent Solutions Wealth Management Williamsville, New York $766M AUM 31.53% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CNB
Camden National Bank Camden, Maine $767M AUM 14.32% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
ACM
Arvin Capital Management Austin, Texas $766M AUM 36.51% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Nexus Investment Management's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Nexus Investment Management, which disclosed 66 positions worth $447M. Its ten largest holdings account for 44% of the portfolio.

Its largest position is Toronto Dominion Bank: 702,980 shares worth $29.5M.

By sector, the portfolio is most concentrated in Financials at 25% of assets, followed by Energy and Technology.

  • Nexus Investment Management's largest Q2 2013 buy was Toronto Dominion Bank: 702,980 shares worth $29.5M.
  • Nexus Investment Management's ten largest holdings make up 44% of its $447M portfolio in Q2 2013.
  • Nexus Investment Management disclosed 66 positions in Q2 2013, its first 13F filing on record.

Based on Nexus Investment Management's 13F filing for Q2 2013, filed 3 Jul 2013.