NIM
Nexus Investment Management Portfolio holdings
AUM
$669M
1-Year Return
23.6%
This Quarter Return
+7.07%
1 Year Return
+23.6%
3 Year Return
+44.24%
5 Year Return
+113.32%
10 Year Return
+235.89%
AUM
$1.04B
AUM Growth
+$79.1M
(+8.2%)
Cap. Flow
+$16.1M
Cap. Flow
% of AUM
1.55%
Top 10 Holdings %
Top 10 Hldgs %
40.44%
Holding
77
New
3
Increased
31
Reduced
15
Closed
1
Top Buys
| 1 |
Texas Instruments
TXN
|
$15.3M |
| 2 |
CAE Inc
CAE
|
$2.88M |
| 3 |
Dollar General
DG
|
$2.85M |
| 4 |
United Parcel Service
UPS
|
$2.75M |
| 5 |
Toronto Dominion Bank
TD
|
$2.75M |
Top Sells
| 1 |
Western Digital
WDC
|
$28M |
| 2 |
General Motors
GM
|
$635K |
| 3 |
Fortis
FTS
|
$573K |
| 4 |
Meta Platforms (Facebook)
META
|
$454K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Bank of America
BAC
$369B
| $203K | 0.02% |
+5,350
| New | +$203K |
|
|
77
Biogen
BIIB
$20.6B
| – | – |
-920
| Closed | -$238K |
|