NVIM
New Vernon Investment Management Portfolio holdings
AUM
$86M
This Quarter Return
+10.32%
1 Year Return
+28.16%
3 Year Return
+102.44%
5 Year Return
+239.48%
10 Year Return
+393.39%
AUM
$50.6M
AUM Growth
+$50.6M
(+21%)
Cap. Flow
+$4.98M
Cap. Flow
% of AUM
9.83%
Top 10 Holdings %
Top 10 Hldgs %
59.34%
Holding
40
New
1
Increased
1
Reduced
–
Closed
1
Top Buys
| 1 |
W.R. Berkley
WRB
|
$3.12M |
| 2 |
Kinder Morgan
KMI
|
$2.09M |
Top Sells
| 1 |
AFH
Atlas Financial Holdings, Inc. Ordinary Shares
AFH
|
$237K |
Sector Composition
| 1 | Financials | 75.7% |
| 2 | Energy | 5.95% |
| 3 | Industrials | 5.77% |
| 4 | Technology | 3.23% |
| 5 | Consumer Discretionary | 2.89% |
