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
$229M
AUM Growth
+$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$874K

Top Sells

1
+$2.81M
2
+$1.63M
3
+$1.41M

Sector Composition

1 Energy 63.69%
2 Industrials 11.78%
3 Communication Services 3.4%
4 Consumer Staples 3.13%
5 Financials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.04M 1.76%
60,000
-20,900
27
$3.49M 1.52%
40,000
28
$3.09M 1.35%
30,000
29
$1.51M 0.66%
96,726
30
– –
-130,000
1
2