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
$703M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$366K
2
+$71.6K
3
+$49.9K
4
HPQ icon
HP
HPQ
+$24.6K
5
PFE icon
Pfizer
PFE
+$16.2K

Top Sells

1
+$9.12M
2
+$7.27M
3
+$4.12M
4
TRI icon
Thomson Reuters
TRI
+$3.23M
5
CSCO icon
Cisco
CSCO
+$2.85M

Sector Composition

1 Financials 28.6%
2 Technology 15.69%
3 Energy 11.21%
4 Communication Services 10.2%
5 Consumer Discretionary 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.5M 6.19%
746,230
-4,000
2
$38.2M 5.43%
470,739
-900
3
$35.7M 5.08%
303,640
-2,420
4
$33.6M 4.78%
1,140,214
-13,944
5
$30.3M 4.31%
533,174
-5,300
6
$29.7M 4.22%
186,875
-45,740
7
$28.9M 4.12%
328,800
-7,580
8
$28.5M 4.05%
204,790
-65,578
9
$28.2M 4.01%
406,346
-46,542
10
$27.7M 3.94%
401,410
-800
11
$27.2M 3.87%
485,664
-73,552
12
$24.6M 3.49%
720,246
+475
13
$24.4M 3.47%
1,371,120
-7,000
14
$21.4M 3.04%
432,285
-57,705
15
$21M 2.99%
406,301
-3,500
16
$21M 2.99%
828,000
-79,225
17
$19.9M 2.83%
565,948
-860
18
$19.4M 2.76%
108,810
+280
19
$18.4M 2.62%
345,955
-7,300
20
$18.3M 2.6%
299,740
+160
21
$17.3M 2.46%
273,041
-3,250
22
$16.9M 2.41%
452,025
-800
23
$16.9M 2.4%
374,261
+1,588
24
$16.1M 2.29%
475,750
-3,500
25
$15M 2.14%
1,600,100
-33,900
1
2 3