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
$509M
AUM Growth
-$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$941K
3
+$576K
4
GE icon
GE Aerospace
GE
+$559K
5
TRP icon
TC Energy
TRP
+$559K

Top Sells

1
+$12.8M
2
+$231K
3
+$209K
4
SJM icon
J.M. Smucker
SJM
+$139K
5
AAPL icon
Apple
AAPL
+$109K

Sector Composition

1 Financials 23.59%
2 Technology 17.25%
3 Healthcare 13.39%
4 Energy 12.03%
5 Industrials 12.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.4M 5.77%
686,986
-688
2
$25.6M 5.03%
425,846
+9,575
3
$23M 4.51%
738,088
-3,500
4
$21.9M 4.31%
462,044
+2,641
5
$21.4M 4.21%
648,141
+9,854
6
$20.6M 4.05%
298,500
-3,350
7
$19.1M 3.76%
315,970
+15,525
8
$18.6M 3.67%
190,040
-900
9
$18.6M 3.65%
457,265
+12,050
10
$18.5M 3.64%
227,925
+1,475
11
$18.3M 3.6%
380,771
+1,950
12
$17M 3.33%
366,451
+6,126
13
$16.7M 3.29%
571,125
+14,350
14
$16.5M 3.25%
320,950
+4,425
15
$16.3M 3.19%
236,288
-3,043
16
$16.1M 3.17%
587,408
+2,607
17
$16M 3.15%
138,400
-1,200
18
$16M 3.14%
579,915
+8,850
19
$15.8M 3.11%
876,330
+6,048
20
$15.4M 3.02%
129,318
+4,705
21
$14.8M 2.91%
892,030
+87,110
22
$14.6M 2.86%
531,075
+7,650
23
$13.1M 2.58%
307,323
+13,100
24
$13M 2.55%
445,187
+8,797
25
$12.6M 2.48%
890,159
+21,580
1
2 3