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
$114M
AUM Growth
-$2.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$4.61M
2 +$1.64M
3 +$1.59M
4
XL
XL Group Ltd.
XL
+$1.46M
5
AWH
Allied World Assurance Co Hld Lt
AWH
+$993K

Top Sells

1 +$2.61M
2 +$983K
3 +$925K
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$861K
5
BHK icon
BlackRock Core Bond Trust
BHK
+$824K

Sector Composition

1 Financials 26.32%
2 Industrials 9.32%
3 Real Estate 3.37%
4 Consumer Staples 2.7%
5 Technology 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$580K 0.51%
10,918
+918