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
$675M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$1.2M
3
+$1.19M
4
ENB icon
Enbridge
ENB
+$611K
5
BCE icon
BCE
BCE
+$400K

Top Sells

1
+$1.05M
2
+$597K
3
+$364K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$184K
5
MSFT icon
Microsoft
MSFT
+$180K

Sector Composition

1 Financials 30.82%
2 Technology 18.87%
3 Energy 10.93%
4 Communication Services 8.54%
5 Industrials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.9M 6.5%
745,855
-10,152
2
$39M 5.78%
475,829
+3,035
3
$36.7M 5.43%
565,609
-1,050
4
$35.8M 5.31%
418,840
-2,100
5
$35M 5.18%
326,875
-1,175
6
$32.5M 4.82%
769,184
-1,436
7
$30.3M 4.48%
1,128,496
-756
8
$28.1M 4.16%
377,450
-1,540
9
$23.5M 3.48%
683,540
-4,163
10
$23.1M 3.42%
1,214,146
-1,224
11
$23.1M 3.42%
602,800
-800
12
$21.8M 3.23%
234,440
+350
13
$21.1M 3.13%
642,231
-1,419
14
$20.7M 3.07%
344,509
+1,058
15
$20.6M 3.05%
320,550
-1,250
16
$20.1M 2.97%
401,028
-978
17
$19.2M 2.84%
392,879
+5,313
18
$18.8M 2.78%
358,760
-960
19
$18.5M 2.75%
258,641
+225
20
$17.7M 2.62%
946,659
-2,966
21
$16.7M 2.47%
451,840
-9,874
22
$15.5M 2.3%
467,423
-1,027
23
$13.3M 1.98%
159,537
-13
24
$11.7M 1.74%
298,338
+15,550
25
$11.1M 1.64%
1,210,050
+687,840
1
2 3