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
$234M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$62K

Top Sells

1 +$43.2K

Sector Composition

1 Energy 64.17%
2 Industrials 11.77%
3 Communication Services 3.42%
4 Consumer Staples 2.87%
5 Financials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.05M 1.73%
60,000
27
$3.61M 1.54%
40,000
28
$3.53M 1.51%
30,000
29
$2.14M 0.91%
96,726
30
$62K 0.03%
+2,800