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
$509M
AUM Growth
-$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$941K
3
+$576K
4
GE icon
GE Aerospace
GE
+$559K
5
TRP icon
TC Energy
TRP
+$559K

Top Sells

1
+$12.8M
2
+$231K
3
+$209K
4
SJM icon
J.M. Smucker
SJM
+$139K
5
AAPL icon
Apple
AAPL
+$109K

Sector Composition

1 Financials 23.59%
2 Technology 17.25%
3 Healthcare 13.39%
4 Energy 12.03%
5 Industrials 12.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$589K 0.12%
5,500
52
$559K 0.11%
4,400
53
$556K 0.11%
3,400
54
$457K 0.09%
12,100
-1,600
55
$450K 0.09%
18,787
56
$444K 0.09%
14,172
57
$399K 0.08%
25,900
58
$319K 0.06%
23,300
59
$303K 0.06%
2,000
60
$291K 0.06%
4,000
61
$270K 0.05%
5,000
62
$256K 0.05%
4,800
63
$72K 0.01%
20,000
64
– –
-146,490
1 2
3