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
$84.4M
AUM Growth
+$7.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$3.69M
2 +$1.77M
3 +$1.16M
4
CSCO icon
Cisco
CSCO
+$876K
5
MSFT icon
Microsoft
MSFT
+$720K

Sector Composition

1 Financials 53.23%
2 Technology 6.77%
3 Industrials 4.83%
4 Consumer Discretionary 2.94%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$320K 0.38%
+13,524
52
$203K 0.24%
19,856
53
-36,633
54
0
55
-27,563
56
-11,161