NIM
Nexus Investment Management Portfolio holdings
AUM
$734M
1-Year Est. Return
31.72%
This Fund
S&P 500
1 Year Est. Return
+31.72%
AUM
$704M
AUM Growth
+$35.2M
(+5.3%)
Holding
80
Top Buys
| 1 | +$5.57M | |
| 2 | +$4.24M | |
| 3 | +$3.5M | |
| 4 |
Gilead Sciences
GILD
|
+$2.41M |
| 5 |
Pfizer
PFE
|
+$2.38M |
Top Sells
| 1 | +$9.34M | |
| 2 | +$1.51M | |
| 3 | +$1.43M | |
| 4 |
JPMorgan Chase
JPM
|
+$1.41M |
| 5 |
Corning
GLW
|
+$850K |
Sector Composition
| 1 | Financials | 21.59% |
| 2 | Healthcare | 17.02% |
| 3 | Technology | 15.78% |
| 4 | Communication Services | 14.82% |
| 5 | Consumer Discretionary | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
McDonald's
MCD
$232B
| – | – |
-140
|
|
||
77
RTX Corp
RTX
$274B
| – | – |
-44
|
|
||
78
Starbucks
SBUX
$111B
| – | – |
-380
|
|
||
79
Viatris
VTRS
$15.9B
| – | – |
-409
|
|