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
$1,000M
AUM Growth
-$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$2.81M
3
+$951K
4
MDT icon
Medtronic
MDT
+$627K
5
TXN icon
Texas Instruments
TXN
+$598K

Top Sells

1
+$7.6M
2
+$6.29M
3
+$4M
4
JPM icon
JPMorgan Chase
JPM
+$3.45M
5
MGA icon
Magna International
MGA
+$2.99M

Sector Composition

1 Financials 25.88%
2 Energy 12.18%
3 Communication Services 11.89%
4 Consumer Discretionary 11.08%
5 Industrials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54M 5.4%
448,759
-22,511
2
$47.7M 4.77%
198,907
-14,380
3
$46.2M 4.62%
78,959
-12,979
4
$40.2M 4.02%
211,135
+592
5
$39.5M 3.95%
743,742
-12,600
6
$38.8M 3.88%
656,007
-28,208
7
$37.6M 3.76%
1,483,125
-3,865
8
$37.4M 3.74%
698,537
-21,705
9
$36.5M 3.65%
1,149,797
-35,487
10
$36.4M 3.65%
395,075
-240
11
$36.1M 3.61%
238,460
-8,370
12
$35.2M 3.53%
500,670
-22,000
13
$32.3M 3.24%
76,740
-910
14
$30.1M 3.01%
2,225,265
+38,450
15
$29.4M 2.94%
551,327
-54,025
16
$29.1M 2.91%
687,192
-29,425
17
$28.7M 2.87%
350,815
-26,890
18
$28.2M 2.82%
278,462
+235,085
19
$28M 2.8%
601,890
-18,095
20
$26.6M 2.66%
210,600
+7,545
21
$24.1M 2.41%
196,598
-1,900
22
$22.2M 2.22%
239,813
-43,250
23
$21.7M 2.17%
286,535
+5,245
24
$21.7M 2.17%
818,287
+13,475
25
$18.9M 1.89%
100,665
+3,190
1
2 3