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
$548M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.16M
3
+$1.09M
4
FSV icon
FirstService
FSV
+$1.06M
5
WMT icon
Walmart
WMT
+$988K

Top Sells

1
+$18.8M
2
+$1.24M
3
+$599K
4
ENB icon
Enbridge
ENB
+$476K
5
RCI icon
Rogers Communications
RCI
+$371K

Sector Composition

1 Financials 29.83%
2 Technology 18.5%
3 Energy 10.35%
4 Industrials 9.85%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.4M 5.92%
730,771
+16,445
2
$28.8M 5.26%
465,519
+7,150
3
$26.6M 4.86%
462,610
+140
4
$26.6M 4.85%
501,299
-5,350
5
$21.9M 3.99%
774,264
+1,676
6
$21.8M 3.98%
1,057,516
+99,034
7
$21.5M 3.91%
322,200
-205
8
$21.4M 3.91%
667,224
+6,977
9
$20.7M 3.78%
145,935
+1,690
10
$19.2M 3.5%
604,240
+2,200
11
$18.7M 3.42%
138,145
12
$18.6M 3.39%
1,126,670
+4,800
13
$18.1M 3.3%
380,295
+8,505
14
$18M 3.29%
381,373
-591
15
$17.3M 3.16%
366,950
+23,050
16
$17.2M 3.14%
322,677
+9,727
17
$16.9M 3.08%
213,516
+11,675
18
$15.8M 2.89%
136,340
+320
19
$15M 2.73%
623,025
+41,100
20
$14.3M 2.6%
322,481
+14,487
21
$14M 2.55%
404,800
+33,450
22
$13.5M 2.47%
348,040
+1,820
23
$13.3M 2.43%
938,475
-4,900
24
$12.6M 2.3%
453,565
+3,633
25
$9.67M 1.76%
219,955
-10,820
1
2 3