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
$886M
AUM Growth
+$82.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$4.94M
3
+$4.67M
4
KMX icon
CarMax
KMX
+$4.59M
5
META icon
Meta Platforms (Facebook)
META
+$2.36M

Top Sells

1
+$9.44M
2
+$9.08M
3
+$353K
4
PBA icon
Pembina Pipeline
PBA
+$340K
5
BN icon
Brookfield
BN
+$328K

Sector Composition

1 Financials 23.02%
2 Healthcare 15.69%
3 Energy 15.53%
4 Consumer Discretionary 10.62%
5 Communication Services 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$774K 0.09%
7,100
52
$680K 0.08%
1,489
53
$591K 0.07%
4,975
54
$577K 0.07%
11,846
+4,654
55
$559K 0.06%
+3,456
56
$534K 0.06%
29,000
+4,650
57
$491K 0.06%
+15,840
58
$468K 0.05%
+18,500
59
$468K 0.05%
3,952
60
$467K 0.05%
10,800
+2,050
61
$361K 0.04%
+3,290
62
$333K 0.04%
+2,200
63
$333K 0.04%
2,450
-800
64
$324K 0.04%
6,920
65
$302K 0.03%
+826
66
$291K 0.03%
+2,625
67
$268K 0.03%
6,500
-2,500
68
$251K 0.03%
3,905
-200
69
$230K 0.03%
+8,032
70
$223K 0.03%
+3,500
71
$212K 0.02%
+2,953
72
$208K 0.02%
+1,000
73
$153K 0.02%
24,300
74
– –
-8,560
75
– –
-2,000
1 2
3