NVIM

New Vernon Investment Management Portfolio holdings

AUM $86M
1-Year Est. Return 28.16%
This Quarter Est. Return
1 Year Est. Return
+28.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$49M
AUM Growth
-$9.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$4.98M
2 +$902K
3 +$637K

Sector Composition

1 Financials 79.01%
2 Technology 5.44%
3 Energy 4.32%
4 Healthcare 3.84%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$398K 0.81%
3,525
27
$387K 0.79%
16,271
28
$387K 0.79%
2,180
29
$238K 0.49%
1,600
30
-81,000
31
-2,802
32
-42,814