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
$722M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$942K
2
+$605K
3
+$488K
4
GILD icon
Gilead Sciences
GILD
+$461K
5
ENB icon
Enbridge
ENB
+$455K

Top Sells

1
+$640K
2
+$468K
3
+$297K
4
JPM icon
JPMorgan Chase
JPM
+$284K
5
DG icon
Dollar General
DG
+$229K

Sector Composition

1 Financials 27%
2 Technology 16.88%
3 Energy 11.01%
4 Communication Services 9.94%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$706K 0.1%
5,300
52
$687K 0.1%
52,020
53
$671K 0.09%
6,500
54
$620K 0.09%
11,590
-3,325
55
$570K 0.08%
22,508
56
$563K 0.08%
19,400
-2,700
57
$529K 0.07%
2,000
58
$527K 0.07%
3,100
-400
59
$476K 0.07%
5,140
-159
60
$417K 0.06%
6,000
61
$334K 0.05%
+8,000
62
$294K 0.04%
3,500
63
$281K 0.04%
4,600
64
$259K 0.04%
+6,100
65
$230K 0.03%
6,730
66
$223K 0.03%
7,000
67
$52K 0.01%
4,200
+1,000
68
– –
-4,031
1 2
3