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
$660M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.5M
3
+$983K
4
CSCO icon
Cisco
CSCO
+$508K
5
GM icon
General Motors
GM
+$470K

Top Sells

1
+$42.8M
2
+$8.56M
3
+$245K
4
MTB icon
M&T Bank
MTB
+$208K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$73.3K

Sector Composition

1 Financials 25.88%
2 Communication Services 13.28%
3 Healthcare 11.81%
4 Consumer Discretionary 10.65%
5 Technology 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.6M 5.55%
792,095
+7,350
2
$36.6M 5.54%
174,595
-160
3
$34.9M 5.28%
497,382
+4,630
4
$33.9M 5.14%
203,545
5
$32.4M 4.91%
1,021,527
-1,538
6
$30.9M 4.68%
336,176
-68
7
$30.3M 4.59%
144,195
-40,690
8
$29.8M 4.51%
309,670
+2,100
9
$27.7M 4.19%
1,572,940
+8,370
10
$27.2M 4.12%
103,815
-100
11
$26.6M 4.03%
763,702
+2,898
12
$23M 3.49%
554,881
+3,516
13
$20.6M 3.12%
280,400
14
$20.3M 3.08%
687,300
+15,900
15
$20.3M 3.08%
508,650
+200
16
$19.8M 2.99%
458,285
+1,050
17
$19.6M 2.96%
496,610
+12,900
18
$19.3M 2.92%
661,077
+2,884
19
$19.1M 2.89%
416,760
+5,625
20
$18.7M 2.83%
445,951
+4,500
21
$18.4M 2.78%
290,941
+1,975
22
$14.5M 2.19%
+139,145
23
$13.5M 2.04%
+352,150
24
$12.6M 1.91%
864,500
+19,150
25
$11M 1.66%
396,620
+3,824
1
2 3