NIM

Nexus Investment Management Portfolio holdings

AUM $704M
1-Year Est. Return 22.76%
This Quarter Est. Return
1 Year Est. Return
+22.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$511M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$934K
3
+$886K
4
SIRO
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
+$846K
5
CVE icon
Cenovus Energy
CVE
+$709K

Top Sells

1
+$390K
2
+$356K
3
+$340K
4
TTE icon
TotalEnergies
TTE
+$306K
5
SCCO icon
Southern Copper
SCCO
+$287K

Sector Composition

1 Financials 24.06%
2 Technology 14.99%
3 Energy 14.52%
4 Healthcare 14.16%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.5M 6.56%
715,300
-1,850
2
$28M 5.47%
424,221
-5,152
3
$25M 4.89%
464,918
+5,616
4
$20.2M 3.95%
444,121
-3,375
5
$18.9M 3.7%
461,315
+870
6
$18.8M 3.67%
616,337
+9,749
7
$17.7M 3.47%
255,637
-2,712
8
$16.3M 3.18%
236,525
-275
9
$16.2M 3.17%
267,270
+8,800
10
$16.2M 3.16%
219,463
+5,913
11
$16.1M 3.15%
580,769
+4,216
12
$15.8M 3.08%
623,000
+4,200
13
$15.5M 3.03%
396,821
-9,978
14
$14.7M 2.87%
420,294
+17,451
15
$14.4M 2.82%
307,675
+5,050
16
$14.2M 2.79%
794,820
+19,200
17
$14.2M 2.77%
739,928
+48,720
18
$13.5M 2.64%
325,585
-300
19
$13.5M 2.64%
283,325
+10,950
20
$13.5M 2.64%
138,600
+2,850
21
$13.4M 2.61%
188,665
+12,500
22
$13.3M 2.6%
292,023
+1,400
23
$13.3M 2.59%
848,610
+15,246
24
$13.2M 2.58%
517,875
+10,980
25
$12.4M 2.43%
554,415
+15,790
1
2 3