TC

Travelers Companies Portfolio holdings

AUM $119M
1-Year Est. Return 1.56%
This Quarter Est. Return
1 Year Est. Return
+1.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15M
AUM Growth
+$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M

Top Sells

1
+$1.21M

Sector Composition

1 Financials 32.51%
2 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.1M 67.49%
1,000,000
2
$4.87M 32.51%
+125,231
3
– –
-41,795