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
$83.7M
AUM Growth
-$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2M
3
+$1.9M
4
MMC icon
Marsh & McLennan
MMC
+$1.84M
5
ORI icon
Old Republic International
ORI
+$1M

Top Sells

1
+$4.11M
2
+$3.21M
3
+$2.38M
4
EG icon
Everest Group
EG
+$1.32M
5
HIG icon
Hartford Financial Services
HIG
+$743K

Sector Composition

1 Financials 56.57%
2 Industrials 3.73%
3 Consumer Discretionary 2.4%
4 Healthcare 2.09%
5 Technology 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,377
52
– –
-73,007
53
– –
0
54
– –
-91,266
1 2
3