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
$216M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M

Top Sells

1
+$13.4M
2
+$12.9M

Sector Composition

1 Energy 55.47%
2 Industrials 16.01%
3 Financials 3.47%
4 Communication Services 3.44%
5 Consumer Staples 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.28M 1.52%
40,000
27
$2.45M 1.14%
96,726
28
$111K 0.05%
2,800
29
– –
-260,000
30
– –
-252,000
1
2