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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
Cap. Flow
-$392M
Cap. Flow %
-44.34%
Top 10 Hldgs %
59.45%
Holding
98
New
29
Increased
29
Reduced
8
Closed
23

Top Buys

Rank Stock Value
1
FERG icon
Ferguson
FERG
+$16.4M
2
CVS icon
CVS Health
CVS
+$2.37M
3
ROST icon
Ross Stores
ROST
+$1.54M
4
EOG icon
EOG Resources
EOG
+$1.31M
5
PFE icon
Pfizer
PFE
+$1.27M

Top Sells

Rank Stock Value
1
RY icon
Royal Bank of Canada
RY
+$54M
2
TD icon
Toronto Dominion Bank
TD
+$39.5M
3
CAE icon
CAE Inc. Common Shares
CAE
+$37.6M
4
BNS icon
Scotiabank
BNS
+$37.4M
5
BIP icon
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
BIP icon
76
Brookfield Infrastructure Partners
BIP
$18.1B
– –
-1,149,797
Closed -$36.5M
BMO icon
77
Bank of Montreal
BMO
$127B
– –
-3,854
Closed -$373K
BN icon
78
Brookfield
BN
$110B
– –
-41,852
Closed -$1.6M
BNS icon
79
Scotiabank
BNS
$108B
– –
-698,537
Closed -$37.4M
CAE icon
80
CAE Inc. Common Shares
CAE
$8.74B
– –
-1,483,125
Closed -$37.6M
CM icon
81
Canadian Imperial Bank of Commerce
CM
$109B
– –
-74,142
Closed -$4.68M
CNI icon
82
Canadian National Railway
CNI
$76.4B
– –
-278,462
Closed -$28.2M
CNQ icon
83
Canadian Natural Resources
CNQ
$98.1B
– –
-40,550
Closed -$1.25M
CVE icon
84
Cenovus Energy
CVE
$55B
– –
-1,051,805
Closed -$15.9M
ENB icon
85
Enbridge
ENB
$113B
– –
-687,192
Closed -$29.1M
FTS icon
86
Fortis
FTS
$28.6B
– –
-61,765
Closed -$2.56M
GM icon
87
General Motors
GM
$78.4B
– –
-551,327
Closed -$29.4M
IMO icon
88
Imperial Oil
IMO
$62.7B
– –
-11,846
Closed -$728K
MGA icon
89
Magna International
MGA
$18.8B
– –
-398,160
Closed -$16.6M
RY icon
90
Royal Bank of Canada
RY
$292B
– –
-448,759
Closed -$54M
SU icon
91
Suncor Energy
SU
$74B
– –
-519,355
Closed -$18.5M
TD icon
92
Toronto Dominion Bank
TD
$201B
– –
-743,742
Closed -$39.5M
TFII icon
93
TFI International
TFII
$11.7B
– –
-1,500
Closed -$202K
TRI icon
94
Thomson Reuters
TRI
$45.4B
– –
-5,548
Closed -$903K
TRP icon
95
TC Energy
TRP
$66.3B
– –
-601,890
Closed -$28M
TU icon
96
Telus
TU
$15.2B
– –
-2,225,265
Closed -$30.1M
SOBO
97
South Bow Corp
SOBO
$7.57B
– –
-119,342
Closed -$2.81M
1 2 3
4

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CCIP
Camrose Capital Investment Partners London, United Kingdom $764M AUM 0.9% 1-Year Est. Return
TI
Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $762M AUM 18.55% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return
PGA
Pilgrim Global Advisors Reno, Nevada $772M AUM 51.79% 1-Year Est. Return
SC
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OM
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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.