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
$16.9M
AUM Growth
+$573K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$139K

Top Sells

No sells this quarter

Sector Composition

1 Financials 64.69%
2 Healthcare 35.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$6.88M 40.8%
60,000
2
$5.96M 35.31%
40,000
3
$4.03M 23.89%
395,105
+13,589