NIM

Nexus Investment Management Portfolio holdings

AUM $734M
1-Year Est. Return 31.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$776M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$2.38M
3
+$1.77M
4
CSCO icon
Cisco
CSCO
+$1.61M
5
VTRS icon
Viatris
VTRS
+$1.46M

Top Sells

1
+$1.58M
2
+$802K
3
+$791K
4
AAPL icon
Apple
AAPL
+$637K
5
JPM icon
JPMorgan Chase
JPM
+$505K

Sector Composition

1 Financials 26.89%
2 Communication Services 12.7%
3 Consumer Discretionary 11.78%
4 Healthcare 11.15%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$596K 0.08%
4,450
+475
52
$577K 0.07%
1,582
53
$571K 0.07%
28,100
54
$565K 0.07%
47,936
-10,618
55
$501K 0.06%
9,541
-1,861
56
$477K 0.06%
15,970
-100
57
$466K 0.06%
4,300
58
$442K 0.06%
9,415
59
$424K 0.05%
9,000
+500
60
$409K 0.05%
9,832
-2,100
61
$374K 0.05%
8,000
62
$368K 0.05%
12,338
63
$332K 0.04%
3,952
64
$318K 0.04%
6,500
65
$250K 0.03%
+2,000
66
$220K 0.03%
+7,350
67
$218K 0.03%
+3,500
68
$209K 0.03%
1,000
69
– –
-5,500
70
– –
-7,400
1 2
3