NIM
Nexus Investment Management Portfolio holdings
AUM
$669M
1-Year Return
23.6%
This Quarter Return
+7.51%
1 Year Return
+23.6%
3 Year Return
+44.24%
5 Year Return
+113.32%
10 Year Return
+235.89%
AUM
$1.02B
AUM Growth
+$67.6M
(+7.1%)
Cap. Flow
+$5.89M
Cap. Flow
% of AUM
0.58%
Top 10 Holdings %
Top 10 Hldgs %
42.78%
Holding
76
New
2
Increased
20
Reduced
29
Closed
4
Top Buys
| 1 |
Visa
V
|
$15.2M |
| 2 |
Dollar General
DG
|
$5.81M |
| 3 |
Canadian National Railway
CNI
|
$4.62M |
| 4 |
CAE Inc
CAE
|
$752K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$314K |
Top Sells
| 1 |
JPMorgan Chase
JPM
|
$6.31M |
| 2 |
Microsoft
MSFT
|
$3.44M |
| 3 |
Enbridge
ENB
|
$2.44M |
| 4 |
Royal Bank of Canada
RY
|
$1.59M |
| 5 |
Brookfield Infrastructure Partners
BIP
|
$1.23M |
Sector Composition
| 1 | Financials | 26.51% |
| 2 | Communication Services | 12.59% |
| 3 | Energy | 12.15% |
| 4 | Consumer Discretionary | 11.06% |
| 5 | Healthcare | 9.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Kinder Morgan
KMI
$59.4B
| – | – |
-32,000
| Closed | -$636K |
|