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
$983M
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.34M
3
+$1.45M
4
MDT icon
Medtronic
MDT
+$1.26M
5
UNP icon
Union Pacific
UNP
+$882K

Top Sells

1
+$7.53M
2
+$6.73M
3
+$5.91M
4
UPS icon
United Parcel Service
UPS
+$4.56M
5
CAE icon
CAE Inc
CAE
+$1.78M

Sector Composition

1 Financials 25.32%
2 Healthcare 15.53%
3 Communication Services 12.79%
4 Technology 10.58%
5 Energy 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.9M 5.48%
703,374
-2,720
2
$52.2M 5.31%
492,306
+2,300
3
$45.7M 4.65%
773,572
+1,450
4
$41M 4.17%
121,767
-3,375
5
$40.9M 4.16%
258,487
-4,010
6
$40.6M 4.13%
393,497
+28,720
7
$39.3M 4%
969,524
+16,568
8
$39.3M 3.99%
554,881
+5,050
9
$38.5M 3.92%
1,637,043
+26,000
10
$38.3M 3.89%
162,220
-4,045
11
$36.8M 3.74%
171,750
-21,290
12
$34.7M 3.53%
239,740
-9,980
13
$34.7M 3.53%
546,940
+4,205
14
$34.6M 3.52%
265,829
-45,400
15
$33.8M 3.44%
576,132
-128,430
16
$32M 3.25%
95,012
-2,288
17
$28.4M 2.89%
470,995
+2,795
18
$27.6M 2.81%
341,622
-83,175
19
$26M 2.64%
664,997
+6,920
20
$24M 2.44%
960,956
+3,250
21
$23.5M 2.39%
467,899
-3,427
22
$22.8M 2.31%
461,605
+271
23
$22.5M 2.29%
310,518
-1,800
24
$21.4M 2.18%
1,750,200
+4,300
25
$21M 2.14%
451,904
+2,900
1
2 3