TAM

Toscafund Asset Management Portfolio holdings

AUM $15.6M
1-Year Est. Return 12.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.5M
AUM Growth
-$736K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$1.7M
2 +$1M
3 +$504K

Top Sells

1 +$931K

Sector Composition

1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
JXN icon
1
Jackson Financial
JXN
$7.88B
$13.9M 54.73%
455,084
+52,809
BWIN
2
Baldwin Insurance Group
BWIN
$2.64B
$10.5M 41.1%
422,149
+21,273
CRBG icon
3
Corebridge Financial
CRBG
$12.7B
$1.06M 4.16%
+60,000
SKWD icon
4
Skyward Specialty Insurance
SKWD
$2.18B
-42,586