NIM

Nexus Investment Management Portfolio holdings

AUM $734M
1-Year Est. Return 31.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$776M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$2.38M
3
+$1.77M
4
CSCO icon
Cisco
CSCO
+$1.61M
5
VTRS icon
Viatris
VTRS
+$1.46M

Top Sells

1
+$1.58M
2
+$802K
3
+$791K
4
AAPL icon
Apple
AAPL
+$637K
5
JPM icon
JPMorgan Chase
JPM
+$505K

Sector Composition

1 Financials 26.89%
2 Communication Services 12.7%
3 Consumer Discretionary 11.78%
4 Healthcare 11.15%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.7M 5.64%
776,495
-15,600
2
$40.9M 5.28%
497,982
+600
3
$38M 4.9%
305,155
-4,515
4
$36.9M 4.76%
174,590
-5
5
$35.1M 4.53%
204,045
+500
6
$34.2M 4.41%
1,019,067
-2,460
7
$32.3M 4.16%
1,610,790
+37,850
8
$31.3M 4.03%
440,685
+23,925
9
$30.8M 3.97%
333,365
-2,811
10
$30.5M 3.93%
136,860
-7,335
11
$29.9M 3.86%
557,031
+2,150
12
$29.3M 3.78%
704,650
+17,350
13
$28.5M 3.68%
471,235
+12,950
14
$27.8M 3.59%
104,040
+225
15
$27.6M 3.57%
741,825
-21,877
16
$24.4M 3.15%
280,660
+260
17
$24.1M 3.1%
889,450
+24,950
18
$23.9M 3.08%
535,760
+39,150
19
$21.5M 2.78%
665,827
+4,750
20
$20.5M 2.64%
179,800
+40,655
21
$19.3M 2.49%
498,696
-9,954
22
$18.5M 2.38%
445,551
-400
23
$17.7M 2.28%
468,194
+71,574
24
$16.7M 2.15%
292,216
+1,275
25
$13.9M 1.79%
401,325
+49,175
1
2 3