TAM
Talos Asset Management Portfolio holdings
AUM
$417M
1 Year Est. Return
–
AUM
$417M
AUM Growth
+$182M
(+77%)
Holding
26
Top Buys
| 1 | +$42.5M | |
| 2 | +$28.9M | |
| 3 | +$28.5M | |
| 4 |
Microchip Technology
MCHP
|
+$26M |
| 5 |
Jabil
JBL
|
+$23.5M |
Top Sells
| 1 | +$26.3M | |
| 2 | +$18M | |
| 3 | +$15.5M | |
| 4 |
Micron Technology
MU
|
+$14.4M |
| 5 |
Analog Devices
ADI
|
+$12.1M |
Sector Composition
| 1 | Technology | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Nokia
NOK
$30.9B
| – | – |
-1,788,700
|
|