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
$803M
AUM Growth
-$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.01M
3
+$1.47M
4
GLW icon
Corning
GLW
+$1.42M
5
TRP icon
TC Energy
TRP
+$1.4M

Top Sells

1
+$708K
2
+$337K
3
+$271K
4
EIX icon
Edison International
EIX
+$221K
5
DG icon
Dollar General
DG
+$151K

Sector Composition

1 Financials 22.23%
2 Energy 17.06%
3 Healthcare 15.17%
4 Communication Services 11.29%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$746K 0.09%
7,100
52
$703K 0.09%
1,489
53
$542K 0.07%
4,975
-47
54
$424K 0.05%
3,952
55
$374K 0.05%
24,350
-150
56
$366K 0.05%
3,250
-900
57
$362K 0.05%
9,000
58
$353K 0.04%
2,000
59
$328K 0.04%
8,750
-50
60
$314K 0.04%
7,192
61
$269K 0.03%
6,920
62
$255K 0.03%
+8,560
63
$239K 0.03%
4,105
-300
64
$168K 0.02%
24,300
65
– –
-4,250
66
– –
-9,000
67
– –
-3,500
1 2
3