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
$886M
AUM Growth
+$82.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$4.94M
3
+$4.67M
4
KMX icon
CarMax
KMX
+$4.59M
5
META icon
Meta Platforms (Facebook)
META
+$2.36M

Top Sells

1
+$9.44M
2
+$9.08M
3
+$353K
4
PBA icon
Pembina Pipeline
PBA
+$340K
5
BN icon
Brookfield
BN
+$328K

Sector Composition

1 Financials 23.02%
2 Healthcare 15.69%
3 Energy 15.53%
4 Consumer Discretionary 10.62%
5 Communication Services 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.6M 5.71%
781,316
+72,182
2
$47.9M 5.4%
508,921
+4,455
3
$38.9M 4.4%
158,060
+1,325
4
$37.3M 4.21%
400,332
+350
5
$36.5M 4.12%
711,741
+3,749
6
$35.6M 4.02%
265,372
-700
7
$33.4M 3.78%
682,550
+115,739
8
$31.7M 3.58%
1,023,073
+59,959
9
$31.2M 3.53%
1,617,998
+22,830
10
$31.1M 3.51%
267,825
-50
11
$29.6M 3.35%
170,460
+1,575
12
$29.5M 3.33%
227,630
-850
13
$29.5M 3.33%
1,518,300
-468,050
14
$28.9M 3.26%
738,597
+15,700
15
$28.5M 3.22%
599,260
+28,210
16
$28.2M 3.19%
117,725
+8,390
17
$25.3M 2.85%
294,218
+15,425
18
$23.3M 2.63%
515,160
+26,550
19
$23.1M 2.61%
260,773
+21,978
20
$21.7M 2.45%
386,422
+39,700
21
$21.6M 2.44%
541,665
+42,951
22
$21.6M 2.44%
680,247
-297,675
23
$21.3M 2.41%
1,103,246
+255,300
24
$20.9M 2.36%
342,949
+75,300
25
$20.8M 2.35%
172,879
+19,630
1
2 3