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
$587M
AUM Growth
-$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.23M
3
+$1.02M
4
FTS icon
Fortis
FTS
+$860K
5
BNS icon
Scotiabank
BNS
+$821K

Top Sells

1
+$20.6M
2
+$9.83M
3
+$819K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$448K
5
MSFT icon
Microsoft
MSFT
+$260K

Sector Composition

1 Financials 30.29%
2 Technology 18.81%
3 Industrials 10.08%
4 Energy 10.05%
5 Communication Services 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.4M 6.2%
727,071
-3,500
2
$33.6M 5.73%
462,394
-3,375
3
$33M 5.62%
564,609
+14,050
4
$29.7M 5.07%
338,395
+6,445
5
$28.5M 4.85%
432,260
-3,950
6
$28M 4.77%
778,604
-860
7
$25.9M 4.42%
1,128,412
+24,318
8
$22.5M 3.84%
157,798
+10,736
9
$22.3M 3.8%
372,625
+1,250
10
$22.1M 3.76%
679,651
+10,951
11
$21.4M 3.65%
343,252
+16,339
12
$20.6M 3.51%
608,690
+4,650
13
$19.8M 3.38%
402,334
+16,322
14
$19.4M 3.31%
327,652
-225
15
$19M 3.24%
1,172,390
+4,120
16
$18M 3.07%
391,016
+9,200
17
$17.3M 2.94%
131,755
+200
18
$17.2M 2.93%
253,166
+18,150
19
$15.3M 2.61%
636,075
+2,850
20
$15M 2.55%
361,240
-100
21
$14.9M 2.54%
978,275
+34,200
22
$14.6M 2.49%
476,747
+14,632
23
$14.2M 2.42%
428,250
+1,650
24
$9.57M 1.63%
225,780
-500
25
$9.2M 1.57%
220,055
+2,000
1
2 3