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
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.68M
3
+$2.24M
4
TD icon
Toronto Dominion Bank
TD
+$1.27M
5
RY icon
Royal Bank of Canada
RY
+$1.21M

Top Sells

1
+$372K
2
+$337K
3
+$152K
4
MSFT icon
Microsoft
MSFT
+$126K
5
UPS icon
United Parcel Service
UPS
+$73.8K

Sector Composition

1 Financials 27.89%
2 Technology 16.59%
3 Industrials 13.08%
4 Healthcare 11.02%
5 Energy 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.8M 5.8%
711,616
+29,449
2
$26.3M 4.97%
456,269
+20,990
3
$25.2M 4.76%
456,370
-2,275
4
$24.8M 4.68%
518,017
+55,906
5
$21.9M 4.13%
143,702
+594
6
$20.1M 3.79%
737,388
+300
7
$19.1M 3.6%
321,730
+1,000
8
$18.4M 3.47%
654,186
-2,424
9
$18.3M 3.45%
198,850
+8,300
10
$18.1M 3.41%
580,175
+800
11
$18.1M 3.41%
139,095
-1,170
12
$17.9M 3.37%
1,096,870
+60,600
13
$17.7M 3.33%
240,675
+50
14
$17.1M 3.22%
598,990
+1,950
15
$17M 3.2%
366,035
+744
16
$15.7M 2.97%
307,450
+11,900
17
$15.2M 2.88%
911,106
+13,608
18
$14.9M 2.81%
133,920
+2,895
19
$14.2M 2.68%
360,490
+26,462
20
$14.1M 2.67%
338,850
+9,850
21
$13.1M 2.47%
572,400
+18,750
22
$12.9M 2.44%
463,924
+12,514
23
$12.9M 2.43%
345,320
24
$10.8M 2.03%
301,942
+62,711
25
$10.7M 2.03%
927,475
-1,900
1
2 3