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
$572M
AUM Growth
-$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$3.07M
3
+$1.23M
4
WDC icon
Western Digital
WDC
+$845K
5
GE icon
GE Aerospace
GE
+$449K

Top Sells

1
+$20.2M
2
+$1.43M
3
+$1.3M
4
QSR icon
Restaurant Brands International
QSR
+$1.04M
5
BCE icon
BCE
BCE
+$419K

Sector Composition

1 Financials 28.88%
2 Technology 16.32%
3 Energy 11.32%
4 Healthcare 8.87%
5 Consumer Discretionary 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.4M 6.35%
731,105
-7,300
2
$32M 5.59%
467,549
-2,353
3
$30.3M 5.29%
310,230
-4,072
4
$29.6M 5.16%
713,637
-7,127
5
$27.8M 4.85%
556,739
-5,704
6
$27.3M 4.77%
268,793
-14,065
7
$25.5M 4.45%
235,495
-1,718
8
$23.8M 4.16%
1,159,386
-8,526
9
$23M 4.02%
459,616
+61,198
10
$21.7M 3.79%
550,016
-33,020
11
$21M 3.66%
1,264,970
-9,046
12
$20.8M 3.63%
479,420
-6,125
13
$20.3M 3.54%
323,100
+3,375
14
$19.7M 3.43%
377,555
-1,113
15
$17.3M 3.02%
556,008
+143,620
16
$16.8M 2.94%
914,375
-3,050
17
$16.5M 2.88%
263,246
+1,823
18
$14.9M 2.61%
288,100
-900
19
$14.3M 2.5%
314,780
+1,350
20
$14.1M 2.47%
396,091
-9,526
21
$13.6M 2.38%
406,465
+4,100
22
$12.5M 2.18%
447,544
-3,781
23
$11.3M 1.98%
465,500
-1,953
24
$11.2M 1.96%
1,591,250
+174,524
25
$10.6M 1.84%
515,950
+1,150
1
2 3