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
$16.3M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$163K

Top Sells

1 +$9.37M
2 +$8.8M
3 +$8.19M
4
VZ icon
Verizon
VZ
+$8.06M
5
KMI icon
Kinder Morgan
KMI
+$7.56M

Sector Composition

1 Financials 65.48%
2 Healthcare 34.52%
3 Consumer Staples 0%
4 Communication Services 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-92,150
27
-65,000