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
$651M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$2.69M
3
+$1.48M
4
PFE icon
Pfizer
PFE
+$1.44M
5
BIP icon
Brookfield Infrastructure Partners
BIP
+$1.1M

Top Sells

1
+$7.44M
2
+$5.42M
3
+$5.33M
4
CSCO icon
Cisco
CSCO
+$3.24M
5
WDC icon
Western Digital
WDC
+$2.64M

Sector Composition

1 Financials 30.94%
2 Technology 17.91%
3 Energy 10.57%
4 Communication Services 7.66%
5 Healthcare 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.4M 6.51%
747,531
+1,676
2
$36.6M 5.62%
474,392
-1,437
3
$35.4M 5.43%
321,728
-5,147
4
$34.6M 5.32%
563,363
-2,246
5
$30.8M 4.73%
337,378
-81,462
6
$29M 4.45%
1,172,890
+44,394
7
$26.9M 4.14%
642,164
-127,020
8
$25.5M 3.92%
377,850
+400
9
$24.5M 3.76%
726,385
+42,845
10
$22.6M 3.47%
527,366
-75,434
11
$22M 3.38%
1,256,046
+41,900
12
$21.9M 3.37%
234,625
+185
13
$21.4M 3.28%
306,649
-37,860
14
$20M 3.07%
322,531
+1,981
15
$19.6M 3%
259,341
+700
16
$19M 2.91%
639,261
-2,970
17
$18.3M 2.81%
354,100
-4,660
18
$17.8M 2.73%
467,673
+250
19
$17.7M 2.72%
951,659
+5,000
20
$17.6M 2.71%
400,037
-991
21
$17M 2.61%
301,780
+272,875
22
$16.2M 2.49%
392,475
-404
23
$15.4M 2.37%
447,029
-4,811
24
$12.1M 1.85%
383,888
+85,550
25
$11.1M 1.71%
1,307,050
+97,000
1
2 3