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NIM

Nexus Investment Management Portfolio holdings

AUM $767M
1-Year Est. Return 30.97%
This Fund
S&P 500
This Quarter Est. Return
+0.84%
1 Year Est. Return
+30.97%
3 Year Est. Return
+77.55%
5 Year Est. Return
+80.63%
10 Year Est. Return
+339.33%
AUM
$1,000M
AUM Growth
-$20M
Cap. Flow
-$15.6M
Cap. Flow %
-1.56%
Top 10 Hldgs %
41.45%
Holding
73
New
1
Increased
12
Reduced
38
Closed
4

Top Buys

Rank Stock Value
1
CNI icon
Canadian National Railway
CNI
+$25.7M
2
SOBO
South Bow Corp
SOBO
+$2.92M
3
UPS icon
United Parcel Service
UPS
+$993K
4
MDT icon
Medtronic
MDT
+$680K
5
TXN icon
Texas Instruments
TXN
+$638K

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$7.62M
2
MS icon
Morgan Stanley
MS
+$6.16M
3
GILD icon
Gilead Sciences
GILD
+$3.89M
4
JPM icon
JPMorgan Chase
JPM
+$3.35M
5
MGA icon
Magna International
MGA
+$3.08M

Sector Composition

Rank Sector Weight
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
RY icon
1
Royal Bank of Canada
RY
$291B
$54M 5.4%
448,759
-22,511
-5% -$2.78M
JPM icon
2
JPMorgan Chase
JPM
$935B
$47.7M 4.77%
198,907
-14,380
-7% -$3.35M
META icon
3
Meta Platforms (Facebook)
META
$1.42T
$46.2M 4.62%
78,959
-12,979
-14% -$7.62M
GOOG icon
4
Alphabet (Google) Class C
GOOG
$4.36T
$40.2M 4.02%
211,135
+592
+0.3% +$104K
TD icon
5
Toronto Dominion Bank
TD
$198B
$39.5M 3.95%
743,742
-12,600
-2% -$707K
CSCO icon
6
Cisco
CSCO
$457B
$38.8M 3.88%
656,007
-28,208
-4% -$1.61M
CAE icon
7
CAE Inc. Common Shares
CAE
$8.3B
$37.6M 3.76%
1,483,125
-3,865
-0.3% -$81.5K
BNS icon
8
Scotiabank
BNS
$107B
$37.4M 3.74%
698,537
-21,705
-3% -$1.17M
BIP icon
9
Brookfield Infrastructure Partners
BIP
$19.2B
$36.5M 3.65%
1,149,797
-35,487
-3% -$1.21M
AEP icon
10
American Electric Power
AEP
$69.6B
$36.4M 3.65%
395,075
-240
-0.1% -$23.2K
ROST icon
11
Ross Stores
ROST
$80.5B
$36.1M 3.61%
238,460
-8,370
-3% -$1.23M
C icon
12
Citigroup
C
$222B
$35.2M 3.53%
500,670
-22,000
-4% -$1.48M
MSFT icon
13
Microsoft
MSFT
$3.45T
$32.3M 3.24%
76,740
-910
-1% -$388K
TU icon
14
Telus
TU
$14.9B
$30.1M 3.01%
2,225,265
+38,450
+2% +$593K
GM icon
15
General Motors
GM
$80.4B
$29.4M 2.94%
551,327
-54,025
-9% -$2.83M
ENB icon
16
Enbridge
ENB
$119B
$29.1M 2.91%
687,192
-29,425
-4% -$1.23M
KMX icon
17
CarMax
KMX
$8.13B
$28.7M 2.87%
350,815
-26,890
-7% -$2.11M
CNI icon
18
Canadian National Railway
CNI
$76.9B
$28.2M 2.82%
278,462
+235,085
+542% +$25.7M
TRP icon
19
TC Energy
TRP
$70.2B
$28M 2.8%
601,890
-18,095
-3% -$856K
UPS icon
20
United Parcel Service
UPS
$88.6B
$26.6M 2.66%
210,600
+7,545
+4% +$993K
EOG icon
21
EOG Resources
EOG
$79.2B
$24.1M 2.41%
196,598
-1,900
-1% -$243K
GILD icon
22
Gilead Sciences
GILD
$162B
$22.2M 2.22%
239,813
-43,250
-15% -$3.89M
DG icon
23
Dollar General
DG
$28B
$21.7M 2.17%
286,535
+5,245
+2% +$413K
PFE icon
24
Pfizer
PFE
$143B
$21.7M 2.17%
818,287
+13,475
+2% +$366K
TXN icon
25
Texas Instruments
TXN
$252B
$18.9M 1.89%
100,665
+3,190
+3% +$638K
1
2 3

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FA
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CCIP
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WI
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PMWMG
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TI
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FTF
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GWM
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CCA
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Nexus Investment Management's Q4 2024 Portfolio in Review

As of Q4 2024, Nexus Investment Management held 73 positions worth $1,000M, down 2% from $1.02B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Nexus Investment Management's Q4 2024 filing shows 1 new, 12 increased, 38 reduced and 4 closed positions. Its largest new stake was South Bow Corp: 119,342 shares worth $2.81M. The largest sale was Meta Platforms (Facebook), an estimated $7.62M.

By sector, the portfolio is most concentrated in Financials at 26% of assets, down from 27% a quarter earlier, followed by Energy and Communication Services.

  • Nexus Investment Management's largest Q4 2024 buy was South Bow Corp: 119,342 shares worth $2.81M.
  • Nexus Investment Management added most to Canadian National Railway in Q4 2024, an estimated $25.7M increase.
  • Nexus Investment Management's biggest Q4 2024 reduction was Meta Platforms (Facebook), cutting an estimated $7.62M.
  • Nexus Investment Management fully exited Pembina Pipeline in Q4 2024, selling an estimated $413K.
  • Nexus Investment Management's ten largest holdings make up 41% of its $1,000M portfolio in Q4 2024.
  • Nexus Investment Management opened 1 new position and closed 4 in Q4 2024.
  • Nexus Investment Management's portfolio value fell 2% quarter-over-quarter to $1,000M.

Based on Nexus Investment Management's 13F filing for Q4 2024, filed 15 Jan 2025.