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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
-0.37%
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
$447M
AUM Growth
–
Cap. Flow
+$439M
Cap. Flow
% of AUM
98.16%
Top 10 Holdings %
Top 10 Hldgs %
44.33%
Holding
66
New
66
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Toronto Dominion Bank
TD
|
+$28.3M |
| 2 |
Royal Bank of Canada
RY
|
+$24.9M |
| 3 |
Scotiabank
BNS
|
+$24.5M |
| 4 |
Enbridge
ENB
|
+$21.5M |
| 5 |
Pfizer
PFE
|
+$18.5M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 25.21% |
| 2 | Energy | 15.85% |
| 3 | Technology | 14.56% |
| 4 | Healthcare | 12.15% |
| 5 | Industrials | 9.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Toronto Dominion Bank
TD
$198B
| $29.5M | 6.61% |
+702,980
| New | +$28.3M |
|
|
2
Royal Bank of Canada
RY
$291B
| $25.5M | 5.7% |
+417,774
| New | +$24.9M |
|
|
3
Scotiabank
BNS
$107B
| $24.2M | 5.42% |
+466,069
| New | +$24.5M |
|
|
4
Enbridge
ENB
$119B
| $21M | 4.69% |
+476,376
| New | +$21.5M |
|
|
5
Pfizer
PFE
$143B
| $18.6M | 4.16% |
+669,079
| New | +$18.5M |
|
6
Microsoft
MSFT
$3.45T
| $17.1M | 3.84% |
+474,415
| New | +$15.5M |
|
7
Thomson Reuters
TRI
$42.8B
| $16.5M | 3.7% |
+416,718
| New | +$16.1M |
|
8
DaVita
DVA
$15.4B
| $15.5M | 3.46% |
+244,700
| New | +$15.3M |
|
9
CarMax
KMX
$8.13B
| $15.4M | 3.44% |
+318,225
| New | +$14.4M |
|
10
J.M. Smucker
SJM
$12.7B
| $14.8M | 3.31% |
+136,850
| New | +$13.9M |
|
|
COV
11
DELISTED
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
| $14.2M | 3.17% |
+243,219
| New | +$14.1M |
|
12
JPMorgan Chase
JPM
$935B
| $14M | 3.14% |
+254,270
| New | +$12.9M |
|
|
BIN
13
DELISTED
PROGRESSIVE WASTE SOLUTIONS LTD COM
BIN
| $14M | 3.12% |
+618,750
| New | +$13.6M |
|
14
Cisco
CSCO
$457B
| $13.8M | 3.08% |
+540,325
| New | +$12.2M |
|
15
Citigroup
C
$222B
| $13.6M | 3.05% |
+271,775
| New | +$13.1M |
|
16
Alphabet (Google) Class C
GOOG
$4.36T
| $13.4M | 3.01% |
+585,587
| New | +$12.4M |
|
17
Walmart Inc
WMT
$885B
| $13.2M | 2.95% |
+507,675
| New | +$13M |
|
18
Rogers Communications
RCI
$18.3B
| $13.1M | 2.94% |
+320,285
| New | +$15.2M |
|
19
Western Digital
WDC
$188B
| $13M | 2.9% |
+264,005
| New | +$11.6M |
|
20
TC Energy
TRP
$70.2B
| $12.9M | 2.89% |
+286,723
| New | +$13.5M |
|
21
Suncor Energy
SU
$79.4B
| $12.6M | 2.81% |
+407,224
| New | +$12.3M |
|
22
Brookfield Infrastructure Partners
BIP
$19.2B
| $12.1M | 2.71% |
+798,336
| New | +$11.8M |
|
23
Telus
TU
$14.9B
| $11.5M | 2.58% |
+754,700
| New | +$13.1M |
|
24
Apple
AAPL
$4.54T
| $10.1M | 2.26% |
+682,164
| New | +$10.5M |
|
25
Cenovus Energy
CVE
$55.7B
| $9.81M | 2.2% |
+328,560
| New | +$9.7M |
|
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Nexus Investment Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Nexus Investment Management, which disclosed 66 positions worth $447M. Its ten largest holdings account for 44% of the portfolio.
Its largest position is Toronto Dominion Bank: 702,980 shares worth $29.5M.
By sector, the portfolio is most concentrated in Financials at 25% of assets, followed by Energy and Technology.
- Nexus Investment Management's largest Q2 2013 buy was Toronto Dominion Bank: 702,980 shares worth $29.5M.
- Nexus Investment Management's ten largest holdings make up 44% of its $447M portfolio in Q2 2013.
- Nexus Investment Management disclosed 66 positions in Q2 2013, its first 13F filing on record.
Based on Nexus Investment Management's 13F filing for Q2 2013, filed 3 Jul 2013.