NVIM
New Vernon Investment Management Portfolio holdings
AUM
$86M
1-Year Return
28.16%
This Quarter Return
+4.81%
1 Year Return
+28.16%
3 Year Return
+102.44%
5 Year Return
+239.48%
10 Year Return
+393.39%
AUM
$47.7M
AUM Growth
-$2.88M
(-5.7%)
Cap. Flow
-$4.74M
Cap. Flow
% of AUM
-9.92%
Top 10 Holdings %
Top 10 Hldgs %
61.94%
Holding
42
New
3
Increased
2
Reduced
5
Closed
6
Top Buys
| 1 |
Markel Group
MKL
|
$2.2M |
| 2 |
AbbVie
ABBV
|
$1.95M |
| 3 |
Willis Towers Watson
WTW
|
$1.84M |
| 4 |
CNA Financial
CNA
|
$1.79M |
| 5 |
Everest Group
EG
|
$1.37M |
Top Sells
| 1 |
Voya Financial
VOYA
|
$2.17M |
| 2 |
Kinder Morgan
KMI
|
$2.09M |
| 3 |
Marsh & McLennan
MMC
|
$1.86M |
| 4 |
W.R. Berkley
WRB
|
$1.83M |
| 5 |
Hartford Financial Services
HIG
|
$1.34M |
Sector Composition
| 1 | Financials | 75.97% |
| 2 | Healthcare | 7.07% |
| 3 | Industrials | 5.13% |
| 4 | Technology | 3.5% |
| 5 | Consumer Staples | 2.29% |
