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NIM

Nexus Investment Management Portfolio holdings

AUM $715M
1-Year Est. Return 29.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$734M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$497K
2
+$359K
3
+$330K
4
KMX icon
CarMax
KMX
+$164K
5
TXN icon
Texas Instruments
TXN
+$120K

Top Sells

1
+$9.54M
2
+$2.5M
3
+$2.16M
4
JPM icon
JPMorgan Chase
JPM
+$1.04M
5
META icon
Meta Platforms (Facebook)
META
+$955K

Sector Composition

1 Financials 20.33%
2 Healthcare 17.7%
3 Communication Services 15.2%
4 Technology 15.17%
5 Consumer Discretionary 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COST icon
51
Costco
COST
$428B
$86.2K 0.01%
100
ORCL icon
52
Oracle
ORCL
$528B
$78K 0.01%
400
CL icon
53
Colgate-Palmolive
CL
$72.5B
$76.3K 0.01%
966
NEM icon
54
Newmont
NEM
$113B
$64.9K 0.01%
650
WMT icon
55
Walmart Inc
WMT
$940B
$61.8K 0.01%
555
BHC icon
56
Bausch Health
BHC
$1.78B
$59.1K 0.01%
8,500
-4,500
VLTO icon
57
Veralto
VLTO
$20.3B
$53.3K 0.01%
534
-133
FNV icon
58
Franco-Nevada
FNV
$43.8B
$51.8K 0.01%
250
BMY icon
59
Bristol-Myers Squibb
BMY
$113B
$51.4K 0.01%
953
SLV icon
60
iShares Silver Trust
SLV
$32.4B
$48.3K 0.01%
750
AXP icon
61
American Express
AXP
$232B
$46.2K 0.01%
125
B
62
Barrick Mining
B
$69.2B
$43.4K 0.01%
2,300
GDXJ icon
63
VanEck Junior Gold Miners ETF
GDXJ
$8.04B
$39.8K 0.01%
350
BRK.B icon
64
Berkshire Hathaway Class B
BRK.B
$1.06T
$30.7K ﹤0.01%
61
NVS icon
65
Novartis
NVS
$288B
$30.3K ﹤0.01%
220
BDX icon
66
Becton Dickinson
BDX
$39B
$29.1K ﹤0.01%
150
PEP icon
67
PepsiCo
PEP
$194B
$17.9K ﹤0.01%
125
ACN icon
68
Accenture
ACN
$95.8B
$17.4K ﹤0.01%
65
AAPL icon
69
Apple
AAPL
$4.35T
$16.3K ﹤0.01%
60
OTEX icon
70
Open Text
OTEX
$5.11B
– –
-17,890
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