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
$48.6M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$4.17M
2 +$3.54M
3 +$2.49M
4
ACGL icon
Arch Capital
ACGL
+$1.3M
5
EG icon
Everest Group
EG
+$1.25M

Sector Composition

1 Financials 75.62%
2 Technology 6.97%
3 Energy 5.35%
4 Consumer Discretionary 3.62%
5 Healthcare 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$450K 0.93%
3,525
27
$421K 0.87%
16,271
28
$366K 0.75%
1,600
29
-18,000
30
-57,672