We are live on ! Find out more
NIM

Nexus Investment Management Portfolio holdings

AUM $767M
1-Year Est. Return 30.97%
This Fund
S&P 500
This Quarter Est. Return
+0.84%
1 Year Est. Return
+30.97%
3 Year Est. Return
+77.55%
5 Year Est. Return
+80.63%
10 Year Est. Return
+339.33%
AUM
$1,000M
AUM Growth
-$20M
Cap. Flow
-$15.6M
Cap. Flow %
-1.56%
Top 10 Hldgs %
41.45%
Holding
73
New
1
Increased
12
Reduced
38
Closed
4

Top Buys

Rank Stock Value
1
CNI icon
Canadian National Railway
CNI
+$25.7M
2
SOBO
South Bow Corp
SOBO
+$2.92M
3
UPS icon
United Parcel Service
UPS
+$993K
4
MDT icon
Medtronic
MDT
+$680K
5
TXN icon
Texas Instruments
TXN
+$638K

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$7.62M
2
MS icon
Morgan Stanley
MS
+$6.16M
3
GILD icon
Gilead Sciences
GILD
+$3.89M
4
JPM icon
JPMorgan Chase
JPM
+$3.35M
5
MGA icon
Magna International
MGA
+$3.08M

Sector Composition

Rank Sector Weight
1 Financials 25.88%
2 Energy 12.18%
3 Communication Services 11.89%
4 Consumer Discretionary 11.08%
5 Industrials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IMO icon
51
Imperial Oil
IMO
$63B
$728K 0.07%
11,846
– –
LLY icon
52
Eli Lilly
LLY
$1.03T
$625K 0.06%
809
– –
ABBV icon
53
AbbVie
ABBV
$467B
$614K 0.06%
3,456
– –
DFS
54
DELISTED
Discover Financial Services
DFS
$527K 0.05%
3,043
– –
VZ icon
55
Verizon
VZ
$201B
$522K 0.05%
13,050
-22,850
-64% -$964K
CSX icon
56
CSX Corp
CSX
$88.7B
$511K 0.05%
15,840
– –
XOM icon
57
ExxonMobil
XOM
$671B
$468K 0.05%
4,355
– –
TROW icon
58
T. Rowe Price
TROW
$21.9B
$423K 0.04%
3,740
-360
-9% -$41.7K
T icon
59
AT&T
T
$174B
$405K 0.04%
17,800
-1,700
-9% -$38.3K
BMO icon
60
Bank of Montreal
BMO
$121B
$373K 0.04%
3,854
-12,390
-76% -$1.17M
EXC icon
61
Exelon
EXC
$43.9B
$373K 0.04%
9,900
-900
-8% -$34.9K
PG icon
62
Procter & Gamble
PG
$343B
$302K 0.03%
1,800
– –
ABT icon
63
Abbott
ABT
$177B
$282K 0.03%
2,490
-800
-24% -$92.4K
MRK icon
64
Merck
MRK
$363B
$261K 0.03%
2,625
– –
KMB icon
65
Kimberly-Clark
KMB
$32.7B
$249K 0.02%
1,900
-550
-22% -$75K
BAC icon
66
Bank of America
BAC
$407B
$235K 0.02%
5,350
– –
BAM icon
67
Brookfield Asset Management
BAM
$72.5B
$222K 0.02%
4,104
-1,528
-27% -$82.5K
TFII icon
68
TFI International
TFII
$10.4B
$202K 0.02%
1,500
– –
BHC icon
69
Bausch Health
BHC
$2.11B
$188K 0.02%
23,300
– –
COST icon
70
Costco
COST
$396B
– –
-282
Closed -$250K
EIX icon
71
Edison International
EIX
$21.4B
– –
-2,500
Closed -$218K
PBA icon
72
Pembina Pipeline
PBA
$27.7B
– –
-10,000
Closed -$413K
RCI icon
73
Rogers Communications
RCI
$19B
– –
-5,040
Closed -$203K
1 2
3

Similar funds

ACP
Albar Capital Partners London, United Kingdom $767M AUM 61.96% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $767M AUM 119.71% 1-Year Est. Return
ISWM
Independent Solutions Wealth Management Williamsville, New York $766M AUM 31.53% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CNB
Camden National Bank Camden, Maine $767M AUM 14.32% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
ACM
Arvin Capital Management Austin, Texas $766M AUM 36.51% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Nexus Investment Management's Q4 2024 Portfolio in Review

As of Q4 2024, Nexus Investment Management held 73 positions worth $1,000M, down 2% from $1.02B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Nexus Investment Management's Q4 2024 filing shows 1 new, 12 increased, 38 reduced and 4 closed positions. Its largest new stake was South Bow Corp: 119,342 shares worth $2.81M. The largest sale was Meta Platforms (Facebook), an estimated $7.62M.

By sector, the portfolio is most concentrated in Financials at 26% of assets, down from 27% a quarter earlier, followed by Energy and Communication Services.

  • Nexus Investment Management's largest Q4 2024 buy was South Bow Corp: 119,342 shares worth $2.81M.
  • Nexus Investment Management added most to Canadian National Railway in Q4 2024, an estimated $25.7M increase.
  • Nexus Investment Management's biggest Q4 2024 reduction was Meta Platforms (Facebook), cutting an estimated $7.62M.
  • Nexus Investment Management fully exited Pembina Pipeline in Q4 2024, selling an estimated $413K.
  • Nexus Investment Management's ten largest holdings make up 41% of its $1,000M portfolio in Q4 2024.
  • Nexus Investment Management opened 1 new position and closed 4 in Q4 2024.
  • Nexus Investment Management's portfolio value fell 2% quarter-over-quarter to $1,000M.

Based on Nexus Investment Management's 13F filing for Q4 2024, filed 15 Jan 2025.