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
-$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$1.15M
3
+$417K
4
DFS
Discover Financial Services
DFS
+$264K
5
BIIB icon
Biogen
BIIB
+$236K

Top Sells

1
+$656K
2
+$565K
3
+$560K
4
GLW icon
Corning
GLW
+$503K
5
MDT icon
Medtronic
MDT
+$360K

Sector Composition

1 Financials 23.1%
2 Energy 15.48%
3 Healthcare 13.31%
4 Communication Services 13.04%
5 Consumer Discretionary 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48M 5.41%
794,075
+690
2
$44.4M 5.01%
147,884
-2,185
3
$43.8M 4.94%
499,664
-6,447
4
$38.3M 4.32%
264,082
-1,015
5
$33.7M 3.8%
106,626
-1,030
6
$33.2M 3.75%
251,738
-890
7
$32M 3.61%
595,090
-5,145
8
$31.8M 3.59%
1,522,250
-2,070
9
$30.5M 3.44%
1,034,691
-4,132
10
$30.2M 3.41%
267,725
-705
11
$29.6M 3.34%
233,731
-1,384
12
$29.4M 3.31%
653,350
-2,030
13
$28.4M 3.21%
407,452
-1,090
14
$27.6M 3.11%
1,177,121
+48,950
15
$26.8M 3.02%
1,636,543
+4,855
16
$26.5M 2.99%
169,905
-775
17
$25.4M 2.86%
762,937
+6,725
18
$24.7M 2.79%
349,308
+375
19
$24.6M 2.78%
741,551
+5,820
20
$23.5M 2.65%
681,380
+5,802
21
$21.9M 2.47%
291,968
+455
22
$21.6M 2.44%
409,274
-2,075
23
$21.4M 2.42%
520,895
-100
24
$21.4M 2.42%
398,332
-3,175
25
$20.9M 2.36%
606,585
-16,235
1
2 3