TC

Travelers Companies Portfolio holdings

AUM $152M
1-Year Est. Return 4.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$1.48M

Top Sells

No sells this quarter

Sector Composition

1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FIHL icon
1
Fidelis Insurance
FIHL
$1.65B
$131M 98.94%
7,202,354
VCTR icon
2
Victory Capital Holdings
VCTR
$4.32B
$1.4M 1.06%
+21,579