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
$967M
AUM Growth
+$90.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$5.17M
3
+$393K
4
SU icon
Suncor Energy
SU
+$370K
5
MDT icon
Medtronic
MDT
+$360K

Top Sells

1
+$4.96M
2
+$1.85M
3
+$1.73M
4
JPM icon
JPMorgan Chase
JPM
+$1.73M
5
UPS icon
United Parcel Service
UPS
+$1.16M

Sector Composition

1 Financials 25.38%
2 Healthcare 13.32%
3 Communication Services 12.61%
4 Consumer Discretionary 12.58%
5 Technology 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.9M 5.57%
769,855
-4,590
2
$50.1M 5.18%
495,107
+400
3
$43.6M 4.51%
280,470
-11,095
4
$41.2M 4.26%
695,835
+1,075
5
$41.1M 4.25%
318,006
-13,434
6
$40.6M 4.19%
195,125
-5,570
7
$39.5M 4.08%
427,100
-4,085
8
$37.2M 3.84%
1,005,117
+1,425
9
$36.9M 3.82%
170,580
-3,475
10
$36.2M 3.74%
1,615,565
-5,900
11
$35.9M 3.71%
552,106
-4,850
12
$34.6M 3.58%
99,530
-2,185
13
$34.4M 3.56%
127,110
+1,450
14
$33.2M 3.44%
265,240
-14,780
15
$33.2M 3.43%
469,060
-1,875
16
$30.5M 3.15%
778,800
+725
17
$29.4M 3.04%
352,445
+326,295
18
$28.8M 2.98%
543,135
+5,725
19
$27.4M 2.83%
890,150
+3,350
20
$27.1M 2.8%
677,127
+2,000
21
$24.9M 2.58%
463,120
+3,757
22
$23.6M 2.44%
986,912
+15,450
23
$22.9M 2.37%
184,375
+2,900
24
$22.6M 2.34%
457,889
+2,500
25
$21.7M 2.24%
315,396
+4,525
1
2 3