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
$34.6M
AUM Growth
-$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$75.2K
2 +$14.7K

Top Sells

1 +$4.49M
2 +$4.12M
3 +$3.69M
4
DFJ icon
WisdomTree Japan SmallCap Dividend Fund
DFJ
+$2.73M
5
MET icon
MetLife
MET
+$2.69M

Sector Composition

1 Financials 74.43%
2 Industrials 7.13%
3 Healthcare 3.66%
4 Technology 3.63%
5 Consumer Discretionary 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-110,000
52
-38,711