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
$1.04B
AUM Growth
+$79.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$2.88M
3
+$2.85M
4
UPS icon
United Parcel Service
UPS
+$2.75M
5
TD icon
Toronto Dominion Bank
TD
+$2.75M

Top Sells

1
+$28M
2
+$635K
3
+$573K
4
META icon
Meta Platforms (Facebook)
META
+$454K
5
BIIB icon
Biogen
BIIB
+$238K

Sector Composition

1 Financials 24.38%
2 Energy 14.32%
3 Healthcare 12.42%
4 Communication Services 11.67%
5 Consumer Discretionary 11.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.1%
9,155
52
$878K 0.08%
5,635
53
$867K 0.08%
1,184
-100
54
$866K 0.08%
7,100
55
$818K 0.08%
11,846
56
$643K 0.06%
826
57
$629K 0.06%
3,456
58
$587K 0.06%
15,840
59
$587K 0.06%
+32,000
60
$577K 0.06%
32,800
61
$514K 0.05%
3,900
62
$406K 0.04%
10,800
63
$399K 0.04%
3,043
64
$374K 0.04%
3,290
65
$348K 0.03%
3,921
66
$346K 0.03%
2,625
67
$319K 0.03%
5,500
-1,000
68
$317K 0.03%
2,450
69
$306K 0.03%
1,098
70
$292K 0.03%
1,800
71
$273K 0.03%
5,292
-542,910
72
$249K 0.02%
5,932
73
$247K 0.02%
23,300
74
$239K 0.02%
1,500
75
$207K 0.02%
5,040
1 2
3
4