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
$919M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$465K
2
+$321K
3
+$304K
4
TRP icon
TC Energy
TRP
+$297K
5
EOG icon
EOG Resources
EOG
+$296K

Top Sells

1
+$6.36M
2
+$5.44M
3
+$3.39M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$937K
5
BEP icon
Brookfield Renewable
BEP
+$583K

Sector Composition

1 Financials 22.2%
2 Energy 14.32%
3 Healthcare 13.45%
4 Communication Services 12.83%
5 Consumer Discretionary 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.2M 5.36%
793,385
+7,494
2
$48.4M 5.26%
506,111
+715
3
$43.1M 4.69%
150,069
-22,175
4
$38.6M 4.2%
265,097
+925
5
$38M 4.14%
1,038,823
+6,200
6
$36.7M 3.99%
107,656
-9,969
7
$32.8M 3.57%
655,380
+1,030
8
$31.8M 3.46%
1,631,688
+12,990
9
$31.1M 3.38%
600,235
+1,000
10
$30.6M 3.33%
170,680
+595
11
$30.6M 3.33%
252,628
-7,745
12
$30.1M 3.28%
268,430
+1,405
13
$29.2M 3.18%
348,933
+3,109
14
$28.2M 3.07%
408,542
+3,435
15
$28.1M 3.06%
756,212
+6,965
16
$27.2M 2.96%
160,385
+1,225
17
$27M 2.94%
735,731
+5,740
18
$26.9M 2.93%
235,115
+2,585
19
$25.9M 2.82%
1,524,320
+11,320
20
$25.3M 2.75%
1,128,171
+14,350
21
$25.2M 2.74%
622,820
+7,355
22
$24M 2.61%
520,995
+4,335
23
$23.7M 2.58%
615,127
+7,880
24
$22.7M 2.47%
401,507
+4,260
25
$22.5M 2.45%
291,513
-1,955
1
2 3