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
$650M
AUM Growth
+$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$600K
2
+$543K
3
+$415K
4
VZ icon
Verizon
VZ
+$409K
5
BNS icon
Scotiabank
BNS
+$377K

Top Sells

1
+$8.06M
2
+$3.61M
3
+$2.72M
4
MSFT icon
Microsoft
MSFT
+$2.57M
5
GILD icon
Gilead Sciences
GILD
+$1.41M

Sector Composition

1 Financials 26.01%
2 Technology 17.24%
3 Communication Services 12.38%
4 Consumer Discretionary 10.05%
5 Energy 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$480K 0.07%
1,582
-700
52
$446K 0.07%
3,375
+700
53
$424K 0.07%
10,590
-400
54
$411K 0.06%
16,070
+470
55
$409K 0.06%
+7,423
56
$338K 0.05%
3,700
57
$310K 0.05%
8,000
58
$278K 0.04%
3,952
59
$263K 0.04%
+4,400
60
$257K 0.04%
6,500
61
$245K 0.04%
+10,300
62
$221K 0.03%
+8,552
63
$208K 0.03%
2,000
-1,100
64
$54K 0.01%
7,400
65
– –
-12,200
66
– –
-203,713
67
– –
-116,951
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