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
$1.04B
AUM Growth
+$79.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$2.88M
3
+$2.85M
4
UPS icon
United Parcel Service
UPS
+$2.75M
5
TD icon
Toronto Dominion Bank
TD
+$2.75M

Top Sells

1
+$28M
2
+$635K
3
+$573K
4
META icon
Meta Platforms (Facebook)
META
+$454K
5
BIIB icon
Biogen
BIIB
+$238K

Sector Composition

1 Financials 24.38%
2 Energy 14.32%
3 Healthcare 12.42%
4 Communication Services 11.67%
5 Consumer Discretionary 11.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.3M 5.04%
260,887
-910
2
$51.4M 4.95%
509,004
+11,015
3
$50.8M 4.89%
840,410
+45,560
4
$49.6M 4.78%
102,170
-934
5
$39.2M 3.78%
267,030
+125
6
$38.1M 3.68%
90,655
+5
7
$35.6M 3.43%
687,945
+32,900
8
$35.1M 3.38%
1,121,935
+2,495
9
$34.1M 3.29%
683,765
+29,700
10
$33.6M 3.23%
389,730
+29,225
11
$33M 3.18%
521,520
-420
12
$32.9M 3.17%
216,048
-50
13
$32.7M 3.16%
410,542
+950
14
$32.2M 3.1%
1,608,600
+79,700
15
$31.4M 3.02%
245,311
+10,800
16
$30.6M 2.95%
351,088
+1,305
17
$29.9M 2.88%
191,800
+18,280
18
$29.5M 2.84%
1,841,818
+160,600
19
$28.2M 2.72%
412,399
+2,500
20
$28.1M 2.71%
776,812
+13,450
21
$28M 2.7%
188,720
+18,515
22
$27.3M 2.63%
1,318,821
+139,400
23
$27.1M 2.61%
597,102
-14,000
24
$25.5M 2.46%
690,205
+9,850
25
$24.8M 2.39%
616,485
+2,750
1
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