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
$259M
AUM Growth
+$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$935K
3
+$544K

Top Sells

1
+$656K

Sector Composition

1 Energy 71.54%
2 Industrials 5.24%
3 Healthcare 3.03%
4 Communication Services 2.51%
5 Financials 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.5M 1.35%
47,670
27
$2.78M 1.07%
31,467
28
$1.75M 0.68%
66,200
29
$1.66M 0.64%
96,726
30
– –
-11,214
1
2