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
$926M
AUM Growth
-$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$460K
3
+$351K
4
JNJ icon
Johnson & Johnson
JNJ
+$105K
5
VZ icon
Verizon
VZ
+$91.8K

Top Sells

1
+$4.19M
2
+$2.94M
3
+$2.07M
4
BIP icon
Brookfield Infrastructure Partners
BIP
+$1.94M
5
DG icon
Dollar General
DG
+$915K

Sector Composition

1 Financials 25.31%
2 Healthcare 14.41%
3 Communication Services 12.97%
4 Consumer Discretionary 11.74%
5 Technology 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$647K 0.07%
5,618
-38
52
$639K 0.07%
4,250
53
$578K 0.06%
9,832
54
$550K 0.06%
4,150
55
$480K 0.05%
9,000
56
$450K 0.05%
3,952
57
$440K 0.05%
9,470
-4,000
58
$435K 0.05%
6,165
59
$425K 0.05%
12,338
60
$391K 0.04%
8,435
61
$387K 0.04%
28,552
-49,870
62
$331K 0.04%
2,800
-800
63
$312K 0.03%
7,350
64
$299K 0.03%
2,000
65
$223K 0.02%
1,000
66
– –
-3,500
67
– –
-8,000
68
– –
-6,500
1 2
3