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
$61.7M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$3.94M
2 +$2.57M
3 +$2.52M
4
HIG icon
Hartford Financial Services
HIG
+$1.71M
5
CRBG icon
Corebridge Financial
CRBG
+$71.1K

Top Sells

No sells this quarter

Sector Composition

1 Financials 79.4%
2 Technology 6.35%
3 Energy 4.14%
4 Consumer Discretionary 3.12%
5 Healthcare 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$518K 0.84%
2,180
27
$429K 0.69%
16,271
28
$420K 0.68%
3,525
29
$397K 0.64%
1,600
30
$71.1K 0.12%
+4,024