Total Return Securities, Inc. (SWZ) Stock

Total Return Securities, Inc. (SWZ) is a Financial Services stock trading at $5.87 (as of 2026-07-24), with a market capitalization of $77.84M. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Swiss Helvetia Fund is a non-diversified, closed-end investment company whose objective is to seek long-term capital appreciation through investment in equity and equity-linked securities of Swiss companies. The Fund also may acquire and hold equity and equity-linked securities of non-Swiss companies in limited instances.

Valuation — source: SEC EDGAR (first-party)
Price$5.87
Market Cap$77.84M
Valuation vs Sector & Industry
Sector P/E (Financial Services)8.9
Industry P/E (Asset Management)8.9
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderCSS LLC/IL ($6.05M)
Institutional Holders Tracked10
Company
SectorFinancial Services
IndustryAsset Management
CEOFrederick Skillin
CountryUS
IPO Date1987-08-19

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SWZ earnings history · SWZ institutional & insider holders · SWZ KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-24.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.