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
$192M
AUM Growth
-$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$115K
3
+$98K
4
WMB icon
Williams Companies
WMB
+$76.8K

Top Sells

1
+$14.5M
2
+$401K
3
+$95K

Sector Composition

1 Energy 58.52%
2 Industrials 16.29%
3 Communication Services 4.39%
4 Consumer Staples 3.83%
5 Financials 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 1.24%
96,726
27
$1.43M 0.75%
92,150
28
$98K 0.05%
+2,500
29
– –
-2,800
30
– –
-650,000
1
2