NVIM
New Vernon Investment Management Portfolio holdings
AUM
$107M
1-Year Est. Return
21.24%
1 Year Est. Return
+21.24%
AUM
$107M
AUM Growth
+$21.2M
(+25%)
Holding
42
Top Buys
| 1 | +$6.52M | |
| 2 | +$5.01M | |
| 3 | +$3.82M | |
| 4 |
Old Republic International
ORI
|
+$3.68M |
| 5 |
TJX Companies
TJX
|
+$1.38M |
Sector Composition
| 1 | Financials | 78.13% |
| 2 | Technology | 7.68% |
| 3 | Consumer Discretionary | 6.27% |
| 4 | Healthcare | 2.61% |
| 5 | Energy | 2.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
International General Insurance
IGIC
$1.03B
| $1.37M | 1.28% |
59,267
|
|
||
27
Morgan Stanley
MS
$276B
| $1.36M | 1.27% |
8,550
|
|
||
28
JPMorgan Chase
JPM
$850B
| $1.34M | 1.25% |
4,253
|
|
||
29
Marriott International
MAR
$82.3B
| $1.33M | 1.24% |
+5,095
|
|
||
30
Amazon
AMZN
$2.48T
| $1.06M | 0.99% |
4,809
|
|
||
31
Home Depot
HD
$356B
| $1.01M | 0.95% |
2,500
|
|
||
32
NVIDIA
NVDA
$4.36T
| $837K | 0.78% |
4,484
|
|
||
33
Stryker
SYK
$140B
| $798K | 0.75% |
2,160
|
|
||
34
Abbott
ABT
$218B
| $793K | 0.74% |
5,918
|
|
||
35
Nu Holdings
NU
$84.5B
| $790K | 0.74% |
49,324
|
|
||
36
Union Pacific
UNP
$140B
| $706K | 0.66% |
2,985
|
|
||
37
Medtronic
MDT
$131B
| $696K | 0.65% |
7,313
|
|
||
38
Enterprise Products Partners
EPD
$69.5B
| $509K | 0.47% |
16,271
|
|
||
39
Novo Nordisk
NVO
$211B
| $505K | 0.47% |
+9,100
|
|
||
|
DDI
40
DoubleDown Interactive
DDI
$453M
| $486K | 0.45% |
52,000
|
|
||
41
Fidelis Insurance
FIHL
$1.9B
| – | – |
-21,422
|
|
||
42
Palomar
PLMR
$3.13B
| – | – |
-19,845
|
|