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NIM
Nexus Investment Management Portfolio holdings
AUM
$767M
1-Year Est. Return
30.97%
This Fund
S&P 500
This Quarter
Est. Return
+3.16%
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
$884M
AUM Growth
-$116M
(-12%)
Cap. Flow
-$392M
Cap. Flow
% of AUM
-44.34%
Top 10 Holdings %
Top 10 Hldgs %
59.45%
Holding
98
New
29
Increased
29
Reduced
8
Closed
23
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Ferguson
FERG
|
+$16.4M |
| 2 |
CVS Health
CVS
|
+$2.37M |
| 3 |
Ross Stores
ROST
|
+$1.54M |
| 4 |
EOG Resources
EOG
|
+$1.31M |
| 5 |
Pfizer
PFE
|
+$1.27M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Royal Bank of Canada
RY
|
+$54M |
| 2 |
Toronto Dominion Bank
TD
|
+$39.5M |
| 3 |
CAE Inc. Common Shares
CAE
|
+$37.6M |
| 4 |
Scotiabank
BNS
|
+$37.4M |
| 5 |
Brookfield Infrastructure Partners
BIP
|
+$36.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 19.97% |
| 2 | Healthcare | 17% |
| 3 | Technology | 15.08% |
| 4 | Communication Services | 13.28% |
| 5 | Consumer Discretionary | 9.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Mastercard
MA
$492B
| $154K | 0.02% |
+195
| New | +$106K |
|
52
Costco
COST
$419B
| $136K | 0.02% |
+100
| New | +$97.5K |
|
53
Colgate-Palmolive
CL
$73.6B
| $130K | 0.01% |
+966
| New | +$86.5K |
|
54
Bausch Health
BHC
$2.33B
| $121K | 0.01% |
13,000
-10,300
| -44% | -$74K |
|
55
Veralto
VLTO
$23.9B
| $93.5K | 0.01% |
+667
| New | +$66.6K |
|
|
HQH
56
abrdn Healthcare Investors
HQH
$1.34B
| $92K | 0.01% |
+3,940
| New | +$67.7K |
|
57
Bristol-Myers Squibb
BMY
$130B
| $83.6K | 0.01% |
+953
| New | +$55.5K |
|
58
Oracle
ORCL
$419B
| $80.4K | 0.01% |
+400
| New | +$65.1K |
|
59
Walmart Inc
WMT
$901B
| $70.1K | 0.01% |
+555
| New | +$52.1K |
|
60
Franco-Nevada
FNV
$46.4B
| $51K | 0.01% |
+225
| New | +$31.5K |
|
61
Becton Dickinson
BDX
$49.4B
| $49.4K | 0.01% |
+150
| New | +$34.8K |
|
62
American Express
AXP
$230B
| $48.4K | 0.01% |
+125
| New | +$36.9K |
|
63
Berkshire Hathaway Class B
BRK.B
$1.11T
| $46.7K | 0.01% |
+61
| New | +$29.7K |
|
|
B
64
Barrick Mining
B
$67.2B
| $46.1K | 0.01% |
+1,650
| New | +$28.9K |
|
65
Newmont
NEM
$124B
| $45.1K | 0.01% |
+650
| New | +$28.5K |
|
66
Novartis
NVS
$294B
| $35.3K | ﹤0.01% |
+220
| New | +$23.4K |
|
67
Accenture
ACN
$110B
| $29.2K | ﹤0.01% |
+65
| New | +$23K |
|
|
HQL
68
abrdn Life Sciences Investors
HQL
$642M
| $27.2K | ﹤0.01% |
+1,489
| New | +$20.2K |
|
69
PepsiCo
PEP
$189B
| $27K | ﹤0.01% |
+125
| New | +$18.6K |
|
70
VanEck Junior Gold Miners ETF
GDXJ
$8.53B
| $24.7K | ﹤0.01% |
+300
| New | +$15.1K |
|
71
iShares Silver Trust
SLV
$31.5B
| $22.3K | ﹤0.01% |
+500
| New | +$14.5K |
|
72
Apple
AAPL
$4.45T
| $19.2K | ﹤0.01% |
+60
| New | +$13.9K |
|
73
RTX Corp
RTX
$302B
| $8.38K | ﹤0.01% |
+44
| New | +$5.58K |
|
74
Viatris
VTRS
$18.7B
| $5.12K | ﹤0.01% |
+409
| New | +$4.29K |
|
75
Brookfield Asset Management
BAM
$88.4B
| – | – |
-4,104
| Closed | -$222K |
|
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Nexus Investment Management's Q1 2025 Portfolio in Review
As of Q1 2025, Nexus Investment Management held 98 positions worth $884M, down 12% from $1,000M the previous quarter. Its ten largest holdings account for 59% of the portfolio.
Nexus Investment Management withdrew a net $392M in Q1 2025, closing 23 positions and reducing 8 holdings. Its most notable exit was Royal Bank of Canada, an estimated $54M position sold in full.
By sector, the portfolio is most concentrated in Financials at 20% of assets, down from 26% a quarter earlier, followed by Healthcare and Technology.
Against the trend, Nexus Investment Management opened a new position in Ferguson worth $21.8M.
- Nexus Investment Management's largest Q1 2025 buy was Ferguson: 94,481 shares worth $21.8M.
- Nexus Investment Management added most to CVS Health in Q1 2025, an estimated $2.37M increase.
- Nexus Investment Management's biggest Q1 2025 reduction was PRA Group, cutting an estimated $2.67M.
- Nexus Investment Management fully exited Royal Bank of Canada in Q1 2025, selling an estimated $54M.
- Nexus Investment Management's ten largest holdings make up 59% of its $884M portfolio in Q1 2025.
- Nexus Investment Management opened 29 new positions and closed 23 in Q1 2025.
- Nexus Investment Management's portfolio value fell 12% quarter-over-quarter to $884M.
Based on Nexus Investment Management's 13F filing for Q1 2025, filed 7 Apr 2025.