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
$18.3M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$176K

Top Sells

No sells this quarter

Sector Composition

1 Financials 65.57%
2 Healthcare 34.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.02M 38.39%
60,000
2
$6.29M 34.43%
40,000
3
$4.97M 27.18%
409,618
+14,513