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
$227M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$4.85M
2
+$2.75M
3
+$1.2M

Sector Composition

1 Energy 62.83%
2 Industrials 12.15%
3 Communication Services 3.68%
4 Financials 3%
5 Consumer Staples 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.1M 1.8%
63,560
27
$3.75M 1.65%
40,000
28
$3.15M 1.38%
30,000
29
$2.81M 1.24%
130,000
30
$1.28M 0.56%
96,726
1
2