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
$877M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$7.36M
2
+$2.15M
3
+$1.31M
4
GILD icon
Gilead Sciences
GILD
+$1.21M
5
CVS icon
CVS Health
CVS
+$982K

Top Sells

1
+$3.59M
2
+$2.64M
3
+$2.07M
4
MGA icon
Magna International
MGA
+$836K
5
META icon
Meta Platforms (Facebook)
META
+$685K

Sector Composition

1 Financials 26.98%
2 Consumer Discretionary 13.89%
3 Communication Services 12.22%
4 Healthcare 10.73%
5 Technology 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.5M 5.75%
774,445
-2,050
2
$45.6M 5.2%
494,707
-3,275
3
$44.4M 5.06%
291,565
-13,590
4
$44M 5.01%
331,440
-1,925
5
$39.9M 4.55%
694,760
-9,890
6
$37.9M 4.33%
431,185
-9,500
7
$35.7M 4.07%
1,003,692
-15,375
8
$35.3M 4.02%
174,055
-535
9
$34.8M 3.97%
556,956
-75
10
$34.3M 3.91%
470,935
-300
11
$34.1M 3.89%
200,695
-3,350
12
$32.3M 3.68%
1,621,465
+10,675
13
$30M 3.41%
101,715
-2,325
14
$29.6M 3.38%
125,660
-11,200
15
$29M 3.3%
280,020
-640
16
$28.2M 3.21%
778,075
+36,250
17
$27.8M 3.17%
537,410
+1,650
18
$25.2M 2.88%
886,800
-2,650
19
$24.6M 2.8%
675,127
+9,300
20
$23.2M 2.64%
459,363
-8,831
21
$21.4M 2.44%
181,475
+1,675
22
$20.9M 2.38%
455,389
+9,838
23
$20.3M 2.31%
971,462
+352,606
24
$20.1M 2.29%
310,871
+18,655
25
$18M 2.05%
485,801
-12,895
1
2 3