NYSE: SWZ

Total Return Securities Fund

$5.99
▼ -0.01 (-0.17%)as of 2026-08-31
1-year price · 252 sessions
Key stats
52-week range$5.99
$5.85$6.31
Today
Open
6.00
Day high
6.00
Day low
5.97
Prev close
6.00
Volume
40K
Valuation
Mkt cap
$78M
P/E (TTM)
5.5
EPS (TTM)
$1.08
P/B
0.7
P/S
1.6
Dividend
Yield
—
Per share
—
Insider & institutional activity · SEC Form 4 / 13F
  • ▲Insiders net buying $162K over the last 3 months (16 open-market buys, 0 sales)
  • ◆Cluster buying — multiple insiders bought within days
  • 🏛Institutions reducing (13F)
See all SWZ insider trades →

Total Return Securities Fund (SWZ) is a Financial Services company listed on NYSE. The stock is down 0% over the past year. Over the trailing 3 months, insiders filed 16 open-market buys and 0 sales (SEC Form 4).

Total Return Securities Fund (SWZ) financials & analyst ratings

Fundamentals (TTM)

Margins
Gross margin91.7%
Operating margin29.3%
Net margin28.7%
FCF margin6.5%
Growth & returns
Revenue growth—
Revenue growth (fwd)—
EPS growth—
Return on equity12.1%
Return on assets12.0%

Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.

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