CVSCT

C.V. Starr & Co Trust Portfolio holdings

AUM $19.4M
1-Year Est. Return 28.57%
This Quarter Est. Return
1 Year Est. Return
+28.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$17.9M
2 +$15.4M
3 +$15.1M
4
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
+$14M
5
EPD icon
Enterprise Products Partners
EPD
+$13.5M

Top Sells

No sells this quarter

Sector Composition

1 Energy 69.09%
2 Financials 4.71%
3 Industrials 3.59%
4 Healthcare 2.74%
5 Communication Services 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.23M 1.29%
+80,900
27
$2.79M 1.11%
+47,670
28
$1.77M 0.7%
+66,200
29
$1.24M 0.5%
+96,726
30
$1.22M 0.49%
+54,838