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
$230M
AUM Growth
+$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.27M
3
+$147K

Top Sells

1
+$9.45M

Sector Composition

1 Energy 59.28%
2 Industrials 15.21%
3 Financials 6.74%
4 Consumer Staples 4.33%
5 Communication Services 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 1.09%
71,205
27
$2.13M 0.92%
65,000
28
$1.34M 0.58%
92,150
29
– –
-260,000
1
2