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
$232M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M

Top Sells

1
+$7.3M

Sector Composition

1 Energy 58.77%
2 Industrials 14.57%
3 Financials 3.02%
4 Consumer Staples 3%
5 Communication Services 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.23M 1.39%
40,000
27
$3.13M 1.35%
30,000
28
$2.35M 1.01%
96,726
29
$87K 0.04%
2,800
30
– –
-200,000
1
2