NVIM

New Vernon Investment Management Portfolio holdings

AUM $107M
1-Year Est. Return 21.24%
This Quarter Est. Return
1 Year Est. Return
+21.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87.6M
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.6M
3
+$2.05M
4
HIG icon
Hartford Financial Services
HIG
+$601K
5
XL
XL Group Ltd.
XL
+$497K

Top Sells

1
+$2.06M
2
+$1.96M
3
+$1.32M
4
AHL
ASPEN Insurance Holding Limited
AHL
+$1.27M
5
BMA icon
Banco Macro
BMA
+$811K

Sector Composition

1 Financials 57.97%
2 Industrials 4.09%
3 Healthcare 2.09%
4 Consumer Discretionary 1.61%
5 Technology 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-31,507
1 2
3