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
$959M
AUM Growth
+$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$2.98M
3
+$2.68M
4
DG icon
Dollar General
DG
+$1.69M
5
TU icon
Telus
TU
+$798K

Top Sells

1
+$15.9M
2
+$6.01M
3
+$5.02M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.59M
5
JPM icon
JPMorgan Chase
JPM
+$389K

Sector Composition

1 Financials 24.39%
2 Energy 13.85%
3 Healthcare 12.83%
4 Consumer Discretionary 11.42%
5 Communication Services 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.5M 5.37%
794,850
+775
2
$50.5M 5.27%
497,989
-1,675
3
$44.5M 4.65%
261,797
-2,285
4
$36.9M 3.85%
266,905
-820
5
$36.5M 3.81%
103,104
-44,780
6
$35.4M 3.69%
1,119,440
+84,749
7
$34.1M 3.56%
90,650
-15,976
8
$33M 3.45%
654,065
+58,975
9
$32.3M 3.37%
409,592
+2,140
10
$32M 3.34%
655,045
+1,695
11
$30.5M 3.18%
216,098
-35,640
12
$30M 3.13%
1,681,218
+44,675
13
$29.3M 3.05%
360,505
+260,905
14
$28.4M 2.96%
234,511
+780
15
$27.6M 2.88%
763,362
+425
16
$26.8M 2.8%
521,940
+1,045
17
$26.8M 2.8%
349,783
+475
18
$26.8M 2.79%
170,205
+300
19
$25.6M 2.67%
1,528,900
+6,650
20
$25.5M 2.66%
1,179,421
+2,300
21
$24.1M 2.51%
613,735
+7,150
22
$23.8M 2.48%
400,697
+2,365
23
$23.7M 2.47%
409,899
+625
24
$23.6M 2.46%
173,520
+12,440
25
$23.5M 2.45%
289,978
-1,990
1
2 3