TAM

Troy Asset Management Portfolio holdings

AUM $3.69B
1-Year Est. Return 24.14%
This Quarter Est. Return
1 Year Est. Return
+24.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.56B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$84.4M
2 +$70.6M
3 +$38.6M
4
KO icon
Coca-Cola
KO
+$1.29M
5
CL icon
Colgate-Palmolive
CL
+$152K

Top Sells

1 +$14.5M
2 +$4.85M
3 +$4.46K

Sector Composition

1 Consumer Staples 66.17%
2 Technology 10.83%
3 Financials 10.37%
4 Communication Services 3.25%
5 Healthcare 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$23K ﹤0.01%
250
27
$14K ﹤0.01%
117