Total Return Securities Fund (New York Stock Exchange:SWZ)
| Market Cap | 74.34M-4.0% |
| Revenue (ttm) | 15.16M+7358.2% |
| Net Income | 6.78M-24.1% |
| EPS | 0.51-24.8% |
| Shares Out | 12.97M |
| PE Ratio | 11.32 |
| Forward PE | n/a |
| Dividend | n/a |
| Ex-Dividend Date | Apr 15, 2025 |
| Volume | 4,143 |
| Open | 5.76 |
| Previous Close | 5.77 |
| Day's Range | 5.73 - 5.76 |
| 52-Week Range | 5.68 - 6.31 |
| Beta | 0.76 |
| Analysts | n/a |
| Price Target | n/a |
| Earnings Date | n/a |
Total Return Securities Fund has a live Insider Score.
Scored on 13 qualifying trades from 3 insiders in the last 90 days.
About SWZ
Total Return Securities Fund (formerly The Swiss Helvetia Fund) is a non-diversified, closed-end management investment company that, following a February 2025 shareholder vote, replaced its prior mandate of investing in Swiss equities with a broader objective of long-term total return. Now advised by Bulldog Investors, LLP, the fund primarily purchases U.S. securities or other assets viewed as undervalued at purchase, pursuing a three-pronged approach of long-term undervalued equities, shareholder activism to unlock value, and event-driven or arbitrage opportunities, including closed-end fund discount plays.
What Are Insiders Doing?
View the trades behind this meter — each links to its SEC Form 4 →
Open-market Form 4 purchases (code P) vs sales (code S) on file for this company. Grants, option exercises and tax withholdings are excluded. Informational only.
$SWZ stock is featured in our Insider Score Rankings, and Insider Trades datasets.
→ All Stock ListsRecently reported changes in SWZ holdings by institutional investors
Latest 0 13F filings · Source: SEC EDGAR
View all institutional owners →Insider Trading
Quarterly net insider trading by SWZ's directors and management
Source: SEC EDGAR (Form 4)
Corporate Lobbying
SWZ Estimated quarterly lobbying spending
Source: U.S. Senate LDA
U.S. Patents
New SWZ patent grants
Source: USPTO Open Data Portal
Government Contracts
Estimated quarterly amount awarded to SWZ from public contracts
Source: USAspending.gov
Top ETF Holders
ETFs with the largest estimated holdings in SWZ
| ETF | Est. Holding Size |
|---|---|
| CEFSSaba Opportunistic Hedged Closed-End Funds ETF | $183.16K |
Estimated from each fund’s disclosed top holdings × AUM
SWZ Insider Score
Our composite score: insider buying, sector, volume, tone & dilution
Bull Case vs Bear Case
AI-generated from SWZ’s recent data — informational, not investment advice
Insider Score
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