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
$530M
AUM Growth
-$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$1.36M
3
+$1.18M
4
JPM icon
JPMorgan Chase
JPM
+$639K
5
PFE icon
Pfizer
PFE
+$554K

Top Sells

1
+$20.3M
2
+$279K
3
+$255K
4
GILD icon
Gilead Sciences
GILD
+$221K
5
ABBV icon
AbbVie
ABBV
+$220K

Sector Composition

1 Financials 25.29%
2 Technology 16.59%
3 Energy 14.66%
4 Healthcare 11.85%
5 Industrials 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.6M 6.53%
701,750
-5,650
2
$30M 5.66%
420,071
-800
3
$27.4M 5.17%
472,794
+2,507
4
$21M 3.96%
197,240
-2,075
5
$20.9M 3.94%
450,465
-2,150
6
$20.4M 3.84%
425,446
-5,325
7
$19.3M 3.65%
768,008
+1,480
8
$18.2M 3.43%
302,245
+10,600
9
$18M 3.4%
642,081
+19,763
10
$17.7M 3.34%
240,984
-2,250
11
$17.1M 3.22%
588,110
+6,016
12
$16.8M 3.16%
229,350
-1,575
13
$16.4M 3.1%
316,675
+22,800
14
$16M 3.02%
622,850
+4,750
15
$15.7M 2.95%
433,050
+478
16
$15.4M 2.9%
298,523
-500
17
$15.2M 2.88%
366,451
-1,270
18
$14.6M 2.75%
118,687
+95,922
19
$14.5M 2.74%
577,165
+10,300
20
$14.3M 2.69%
307,400
+850
21
$14M 2.64%
870,341
+16,956
22
$13.9M 2.62%
140,100
+775
23
$13.8M 2.6%
808,120
+1,400
24
$13.4M 2.53%
525,675
+2,100
25
$13.2M 2.49%
874,062
+6,678
1
2 3