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
$567M
AUM Growth
-$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$3.94M
3
+$2.72M
4
GM icon
General Motors
GM
+$2.35M
5
C icon
Citigroup
C
+$2.03M

Top Sells

1
+$12.7M
2
+$3.45M
3
+$1.95M
4
TROW icon
T. Rowe Price
TROW
+$883K
5
BAC icon
Bank of America
BAC
+$683K

Sector Composition

1 Financials 26.87%
2 Technology 16.23%
3 Communication Services 11.97%
4 Energy 9.7%
5 Healthcare 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$448K 0.08%
15,600
-4,500
52
$444K 0.08%
5,694
+596
53
$435K 0.08%
28,100
54
$397K 0.07%
8,592
-2,988
55
$396K 0.07%
3,100
-50
56
$321K 0.06%
3,100
57
$321K 0.06%
2,675
-325
58
$320K 0.06%
47,936
59
$292K 0.05%
3,700
+200
60
$278K 0.05%
3,952
-820
61
$267K 0.05%
8,000
62
$218K 0.04%
6,500
63
$29K 0.01%
7,400
+3,200
64
– –
-19,400
65
– –
-3,900
66
– –
-6,730
67
– –
-616,450
68
– –
-6,000
1 2
3