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
$572M
AUM Growth
-$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$3.07M
3
+$1.23M
4
WDC icon
Western Digital
WDC
+$845K
5
GE icon
GE Aerospace
GE
+$449K

Top Sells

1
+$20.2M
2
+$1.43M
3
+$1.3M
4
QSR icon
Restaurant Brands International
QSR
+$1.04M
5
BCE icon
BCE
BCE
+$419K

Sector Composition

1 Financials 28.88%
2 Technology 16.32%
3 Energy 11.32%
4 Healthcare 8.87%
5 Consumer Discretionary 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$615K 0.11%
52,020
52
$612K 0.11%
33,100
-500
53
$607K 0.11%
10,700
54
$604K 0.11%
5,300
55
$501K 0.09%
3,500
56
$485K 0.08%
22,508
57
$407K 0.07%
2,000
58
$381K 0.07%
5,140
59
$363K 0.06%
12,800
60
$341K 0.06%
8,000
61
$326K 0.06%
7,000
62
$253K 0.04%
3,500
63
$226K 0.04%
10,500
64
$216K 0.04%
6,730
65
$208K 0.04%
200
66
$53K 0.01%
3,200
+200
67
– –
-644,607
68
– –
-4,600
1 2
3