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
-$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$1.15M
3
+$417K
4
DFS
Discover Financial Services
DFS
+$264K
5
BIIB icon
Biogen
BIIB
+$236K

Top Sells

1
+$656K
2
+$565K
3
+$560K
4
GLW icon
Corning
GLW
+$503K
5
MDT icon
Medtronic
MDT
+$360K

Sector Composition

1 Financials 23.1%
2 Energy 15.48%
3 Healthcare 13.31%
4 Communication Services 13.04%
5 Consumer Discretionary 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$920K 0.1%
30,500
52
$810K 0.09%
1,434
-15
53
$745K 0.08%
7,100
54
$732K 0.08%
11,846
55
$691K 0.08%
5,635
-400
56
$569K 0.06%
5,235
57
$548K 0.06%
36,500
58
$515K 0.06%
3,456
59
$487K 0.06%
15,840
60
$444K 0.05%
826
61
$408K 0.05%
10,800
62
$319K 0.04%
3,290
63
$296K 0.03%
2,450
64
$277K 0.03%
1,900
-200
65
$270K 0.03%
2,625
66
$266K 0.03%
6,500
67
$264K 0.03%
+3,043
68
$253K 0.03%
1,098
69
$236K 0.03%
+920
70
$192K 0.02%
23,300
71
– –
-5,380
72
– –
-3,500
73
– –
-3,655
1 2
3