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
$722M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$942K
2
+$605K
3
+$488K
4
GILD icon
Gilead Sciences
GILD
+$461K
5
ENB icon
Enbridge
ENB
+$455K

Top Sells

1
+$640K
2
+$468K
3
+$297K
4
JPM icon
JPMorgan Chase
JPM
+$284K
5
DG icon
Dollar General
DG
+$229K

Sector Composition

1 Financials 27%
2 Technology 16.88%
3 Energy 11.01%
4 Communication Services 9.94%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.8M 6.07%
750,230
+6,775
2
$37.5M 5.19%
471,639
-1,935
3
$36.2M 5.02%
270,368
+85
4
$34.2M 4.74%
306,060
-2,540
5
$31.4M 4.35%
232,615
-1,695
6
$30.3M 4.2%
452,888
-6,999
7
$29.6M 4.1%
719,771
+14,724
8
$29.4M 4.08%
1,154,158
+6,700
9
$29.2M 4.05%
336,380
-970
10
$28.9M 4.01%
538,474
-11,916
11
$28.2M 3.9%
402,210
+13,455
12
$27.7M 3.83%
559,216
+3,820
13
$26.8M 3.71%
489,990
+5,670
14
$25.5M 3.53%
1,378,120
+22,250
15
$24.4M 3.38%
907,225
-2,550
16
$20.9M 2.9%
108,530
+60
17
$20.5M 2.84%
566,808
+12,600
18
$20.3M 2.81%
409,801
+3,510
19
$18.7M 2.59%
276,291
+6,820
20
$17.6M 2.43%
353,255
+7,222
21
$17.4M 2.42%
452,825
+12,660
22
$16.2M 2.24%
299,580
+2,880
23
$14.4M 2%
1,634,000
+21,550
24
$14.4M 1.99%
461,391
+13,875
25
$13.5M 1.87%
479,250
+13,750
1
2 3