SWZ
Total Return Securities, Inc.
NYSE
5,76 $US
-0.17% today
-7.54% YTD · -4.95% 1Y
9
Insider transactions
SEC Form 4 · AMF · BaFin — rolling 90 days
6
Hedge funds tracked
Latest available SEC 13F filings
58
/ 100
MIXED

Analysis Total Return Securities, Inc. (SWZ) — Kairos Score 58/100

Composite score aggregating 8 smart money dimensions: insiders (SEC/AMF/BaFin), hedge funds, politicians & gurus, price momentum, valuation, analyst consensus, financial health, earnings momentum. The higher the score, the more favorable the institutional signals consensus.

💡 Detailed breakdown (the 8 sub-scores) available in the Premium dashboard.

Key info

💰
Market cap
99 768 616,00 $US
📊
P/E
4.9
💸
Dividend yield
3.53%

🕴️ Insider activity (90 days)

9 transactions — 9 buys and 0 sales reported by Total Return Securities, Inc. executives.

SM
SELL MORITZ A
2026-09-28
Buy
DA
Dakos Andrew
President and CEO · 2026-09-28
Buy
DA
Dakos Andrew
President and CEO · 2026-09-28
Buy

🏦 Hedge Funds

6 institutional funds report a position on SWZ in their latest SEC quarterly filing.

JONES FINANCIAL COMPANIES LLLP
BANK OF AMERICA CORP /DE/
MORGAN STANLEY
SUSQUEHANNA INTERNATIONAL GROUP, LLP
LPL Financial LLC

📰 Recent news

4 recent articles on SWZ.

🧠 What makes Kairos Insider

Beyond raw data, we aggregate and score every smart money signal to give you a unique view.

🧠

Kairos Score 0-100

8-dimension composite score: insiders · hedge funds · politicians · momentum · valuation · health · analysts · earnings.

🎯

Insider Clusters

Detection of clustered purchases or sales by several executives in the same stock.

🏦

13F Hedge Funds

Berkshire, Pershing Square, Tiger Global, Bridgewater and other reporting funds.

📈

ETF Rotations

NANC & GOP (Pelosi & Republicans), GURU (top hedge funds), ARK (Cathie Wood). See who enters and exits each week.

🔥

Google Trends

Spot marked changes in search interest around the stocks being followed.

📧

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Official sources · Public data · SEC EDGAR — Form 4 & 13F · AMF — Executive filings · BaFin — Directors' Dealings · Yahoo Finance · Alpha Vantage

🔓 Unlock the full analysis

This public page only shows a preview. The full analysis of SWZ on the Kairos Insider dashboard includes:

✅ Full Kairos Score (8-axis radar + synthesis)
✅ History of all 9 insider transactions over 90 days
✅ All 6 detected institutional funds
✅ Thematic ETFs (ARK, BUZZ, NANC, GOP, JEPI…)
✅ Hot Stocks Google Trends
✅ Available history: AUM + rotations
✅ Fundamentals (P/E, PEG, EV/EBITDA, ROE…)
✅ Financial health (Altman Z, Piotroski F)
✅ Sector peers + recent earnings
See full analysis →
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