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
$304M
AUM Growth
+$5.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$2.21M
2 +$761K
3 +$79.6K

Top Sells

No sells this quarter

Sector Composition

1 Energy 73.57%
2 Industrials 4.82%
3 Financials 3.87%
4 Healthcare 2.8%
5 Communication Services 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.58M 1.18%
30,000
27
$3.3M 1.08%
193,452
28
$3.17M 1.04%
47,670
29
$1.76M 0.58%
66,200