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
$94.9M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$5.33M
2 +$2.14M
3 +$992K
4
ABT icon
Abbott
ABT
+$597K
5
KNSL icon
Kinsale Capital Group
KNSL
+$503K

Top Sells

1 +$3.64M
2 +$2.54M
3 +$2.03M
4
NSC icon
Norfolk Southern
NSC
+$2.02M
5
NAVG
Navigators Group Inc
NAVG
+$1.81M

Sector Composition

1 Financials 33.6%
2 Industrials 3.49%
3 Real Estate 2.05%
4 Consumer Staples 1.81%
5 Healthcare 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-235,987
52
-130,620
53
-21,630
54
-74,192
55
-10,918
56
-8,087