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
$967M
AUM Growth
+$90.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$5.17M
3
+$393K
4
SU icon
Suncor Energy
SU
+$370K
5
MDT icon
Medtronic
MDT
+$360K

Top Sells

1
+$4.96M
2
+$1.85M
3
+$1.73M
4
JPM icon
JPMorgan Chase
JPM
+$1.73M
5
UPS icon
United Parcel Service
UPS
+$1.16M

Sector Composition

1 Financials 25.38%
2 Healthcare 13.32%
3 Communication Services 12.61%
4 Consumer Discretionary 12.58%
5 Technology 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$630K 0.07%
4,250
52
$621K 0.06%
1,570
-12
53
$620K 0.06%
9,832
54
$610K 0.06%
13,470
-2,500
55
$596K 0.06%
5,656
56
$555K 0.06%
4,150
-300
57
$505K 0.05%
9,000
58
$448K 0.05%
8,435
-470
59
$430K 0.04%
6,165
-1,025
60
$417K 0.04%
3,600
-700
61
$412K 0.04%
8,000
62
$407K 0.04%
3,952
63
$390K 0.04%
12,338
64
$353K 0.04%
6,500
65
$303K 0.03%
7,350
66
$291K 0.03%
2,000
67
$234K 0.02%
1,000
68
$202K 0.02%
3,500
69
– –
-171,900
1 2
3