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
$22.1M
AUM Growth
+$461K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$143K

Top Sells

No sells this quarter

Sector Composition

1 Financials 70.72%
2 Healthcare 29.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$9.09M 41.18%
60,000
2
$6.52M 29.54%
439,186
+9,653
3
$6.46M 29.28%
40,000