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
$530M
AUM Growth
-$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$1.36M
3
+$1.18M
4
JPM icon
JPMorgan Chase
JPM
+$639K
5
PFE icon
Pfizer
PFE
+$554K

Top Sells

1
+$20.3M
2
+$279K
3
+$255K
4
GILD icon
Gilead Sciences
GILD
+$221K
5
ABBV icon
AbbVie
ABBV
+$220K

Sector Composition

1 Financials 25.29%
2 Technology 16.59%
3 Energy 14.66%
4 Healthcare 11.85%
5 Industrials 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$592K 0.11%
5,737
52
$562K 0.11%
4,710
53
$555K 0.1%
5,900
54
$542K 0.1%
4,400
55
$520K 0.1%
13,700
56
$471K 0.09%
27,600
57
$457K 0.09%
18,787
58
$441K 0.08%
23,300
59
$433K 0.08%
14,172
60
$259K 0.05%
4,000
61
$251K 0.05%
2,000
62
$228K 0.04%
4,800
63
$223K 0.04%
5,000
64
$201K 0.04%
4,250
65
$120K 0.02%
+20,000
66
– –
-224,788
67
– –
-3,000
68
– –
-3,900
1 2
3