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
$877M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$7.36M
2
+$2.15M
3
+$1.31M
4
GILD icon
Gilead Sciences
GILD
+$1.21M
5
CVS icon
CVS Health
CVS
+$982K

Top Sells

1
+$3.59M
2
+$2.64M
3
+$2.07M
4
MGA icon
Magna International
MGA
+$836K
5
META icon
Meta Platforms (Facebook)
META
+$685K

Sector Composition

1 Financials 26.98%
2 Consumer Discretionary 13.89%
3 Communication Services 12.22%
4 Healthcare 10.73%
5 Technology 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$656K 0.07%
5,656
52
$624K 0.07%
15,970
53
$619K 0.07%
4,450
54
$601K 0.07%
4,250
55
$576K 0.07%
9,000
56
$558K 0.06%
1,582
57
$549K 0.06%
9,832
58
$515K 0.06%
4,300
59
$508K 0.06%
7,190
60
$410K 0.05%
8,905
-510
61
$393K 0.04%
8,000
62
$385K 0.04%
12,338
63
$359K 0.04%
3,952
64
$338K 0.04%
6,500
65
$303K 0.03%
2,000
66
$284K 0.03%
7,350
67
$212K 0.02%
1,000
68
$205K 0.02%
3,500
69
– –
-246,665
1 2
3