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
$244M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$1.91M

Top Sells

No sells this quarter

Sector Composition

1 Energy 63.66%
2 Industrials 12.83%
3 Communication Services 2.99%
4 Consumer Staples 2.94%
5 Financials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.43M 1.81%
60,000
27
$3.28M 1.34%
40,000
28
$3.22M 1.32%
30,000
29
$2.28M 0.93%
96,726
30
$76K 0.03%
2,800