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
$959M
AUM Growth
+$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$2.98M
3
+$2.68M
4
DG icon
Dollar General
DG
+$1.69M
5
TU icon
Telus
TU
+$798K

Top Sells

1
+$15.9M
2
+$6.01M
3
+$5.02M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.59M
5
JPM icon
JPMorgan Chase
JPM
+$389K

Sector Composition

1 Financials 24.39%
2 Energy 13.85%
3 Healthcare 12.83%
4 Consumer Discretionary 11.42%
5 Communication Services 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$915K 0.1%
9,155
-1,200
52
$848K 0.09%
1,284
-150
53
$827K 0.09%
5,635
54
$765K 0.08%
7,100
55
$677K 0.07%
11,846
56
$550K 0.06%
32,800
-3,700
57
$549K 0.06%
15,840
58
$536K 0.06%
3,456
59
$492K 0.05%
3,900
-1,335
60
$481K 0.05%
826
61
$388K 0.04%
10,800
62
$362K 0.04%
3,290
63
$342K 0.04%
3,043
64
$323K 0.03%
+3,921
65
$320K 0.03%
6,500
66
$298K 0.03%
2,450
67
$286K 0.03%
2,625
68
$286K 0.03%
1,098
69
$264K 0.03%
1,800
-100
70
$239K 0.02%
+5,932
71
$238K 0.02%
920
72
$237K 0.02%
+5,040
73
$205K 0.02%
+1,500
74
$187K 0.02%
23,300
1 2
3