TAM

Toscafund Asset Management Portfolio holdings

AUM $15.6M
1-Year Est. Return 12.61%
This Quarter Est. Return
1 Year Est. Return
+12.61%
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
+$1.62M
2
+$1.06M
3
+$527K

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
$6.59B
$13.9M 54.73%
455,084
+52,809
BWIN
2
Baldwin Insurance Group
BWIN
$1.69B
$10.5M 41.1%
422,149
+21,273
CRBG icon
3
Corebridge Financial
CRBG
$16.5B
$1.06M 4.16%
+60,000
SKWD icon
4
Skyward Specialty Insurance
SKWD
$1.82B
– –
-42,586