TAM
Troy Asset Management Portfolio holdings
AUM
$3.89B
1-Year Est. Return
16.8%
1 Year Est. Return
+16.8%
AUM
$3.66B
AUM Growth
+$6.95M
(+0.19%)
Holding
31
Top Buys
No buys this quarter
Sector Composition
| 1 | Technology | 31.78% |
| 2 | Financials | 29.53% |
| 3 | Communication Services | 17.06% |
| 4 | Healthcare | 7.73% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Kenvue
KVUE
$32.3B
| $18.9M | 0.52% |
902,075
|
|
||
27
S&P Global
SPGI
$150B
| $17.4M | 0.48% |
33,002
|
|
||
28
PayPal
PYPL
$62B
| $17.4M | 0.48% |
233,998
|
|
||
29
Accenture
ACN
$152B
| $16.6M | 0.45% |
55,479
|
|
||
30
Moody's
MCO
$87.1B
| $15.2M | 0.42% |
30,308
|
|
||
31
TSMC
TSM
$1.49T
| $57.8K | ﹤0.01% |
255
|
|