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
$669M
AUM Growth
-$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$24.3M
2 +$1.76M
3 +$781K
4
TXN icon
Texas Instruments
TXN
+$711K
5
COF icon
Capital One
COF
+$660K

Top Sells

1 +$42.4M
2 +$747K
3 +$607K
4
META icon
Meta Platforms (Facebook)
META
+$568K
5
GILD icon
Gilead Sciences
GILD
+$433K

Sector Composition

1 Financials 21.21%
2 Technology 16.57%
3 Communication Services 14.83%
4 Healthcare 14.55%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BIIB icon
51
Biogen
BIIB
$22.8B
$116K 0.02%
920
MA icon
52
Mastercard
MA
$496B
$110K 0.02%
195
PRAA icon
53
PRA Group
PRAA
$588M
$95.1K 0.01%
6,450
CL icon
54
Colgate-Palmolive
CL
$63.7B
$87.8K 0.01%
966
AMZN icon
55
Amazon
AMZN
$2.63T
$87.8K 0.01%
+400
ORCL icon
56
Oracle
ORCL
$687B
$87.5K 0.01%
400
BHC icon
57
Bausch Health
BHC
$2.44B
$86.6K 0.01%
13,000
BRK.B icon
58
Berkshire Hathaway Class B
BRK.B
$1.08T
$80.6K 0.01%
166
+105
VLTO icon
59
Veralto
VLTO
$24.3B
$67.3K 0.01%
667
HQH
60
abrdn Healthcare Investors
HQH
$964M
$61K 0.01%
3,940
AAPL icon
61
Apple
AAPL
$3.99T
$53.3K 0.01%
260
+200
BMY icon
62
Bristol-Myers Squibb
BMY
$95.5B
$44.1K 0.01%
953
MCD icon
63
McDonald's
MCD
$212B
$40.9K 0.01%
+140
HD icon
64
Home Depot
HD
$363B
$40.3K 0.01%
+110
AXP icon
65
American Express
AXP
$251B
$39.9K 0.01%
125
NEM icon
66
Newmont
NEM
$94.8B
$37.9K 0.01%
650
FNV icon
67
Franco-Nevada
FNV
$37.5B
$36.9K 0.01%
225
SBUX icon
68
Starbucks
SBUX
$96.1B
$34.8K 0.01%
+380
B
69
Barrick Mining
B
$59.4B
$31.1K ﹤0.01%
1,650
ADBE icon
70
Adobe
ADBE
$136B
$30.9K ﹤0.01%
+80
NVS icon
71
Novartis
NVS
$243B
$26.6K ﹤0.01%
220
BDX icon
72
Becton Dickinson
BDX
$51.1B
$25.8K ﹤0.01%
150
GDXJ icon
73
VanEck Junior Gold Miners ETF
GDXJ
$8.17B
$20.3K ﹤0.01%
300
ACN icon
74
Accenture
ACN
$150B
$19.4K ﹤0.01%
65
HQL
75
abrdn Life Sciences Investors
HQL
$465M
$19.1K ﹤0.01%
1,489