NVIM
New Vernon Investment Management Portfolio holdings
AUM
$86M
This Quarter Return
+3.15%
1 Year Return
+28.16%
3 Year Return
+102.44%
5 Year Return
+239.48%
10 Year Return
+393.39%
AUM
$54.7M
AUM Growth
+$54.7M
(-9.5%)
Cap. Flow
-$7.3M
Cap. Flow
% of AUM
-13.36%
Top 10 Holdings %
Top 10 Hldgs %
69.27%
Holding
37
New
–
Increased
1
Reduced
1
Closed
4
Top Buys
| 1 |
American International
AIG
|
$1.94M |
Top Sells
| 1 |
Lincoln National
LNC
|
$3.4M |
| 2 |
Prudential Financial
PRU
|
$2.09M |
| 3 |
RenaissanceRe
RNR
|
$1.97M |
| 4 |
American Financial Group
AFG
|
$1.26M |
| 5 |
Kimberly-Clark
KMB
|
$512K |
Sector Composition
| 1 | Financials | 75.2% |
| 2 | Technology | 7.78% |
| 3 | Healthcare | 4.1% |
| 4 | Consumer Discretionary | 3.65% |
| 5 | Communication Services | 3.23% |
