TAM
Troy Asset Management Portfolio holdings
AUM
$3.63B
This Quarter Return
0%
1 Year Return
+24.49%
3 Year Return
+65.11%
5 Year Return
+109.33%
10 Year Return
+246.98%
AUM
$2.37B
AUM Growth
+$2.37B
(+15%)
Cap. Flow
+$92.9M
Cap. Flow
% of AUM
3.92%
Top 10 Holdings %
Top 10 Hldgs %
78.75%
Holding
46
New
4
Increased
21
Reduced
5
Closed
3
Top Buys
No buys this quarter
Top Sells
| 1 |
Franco-Nevada
FNV
|
$29M |
| 2 |
White Mountains Insurance
WTM
|
$581K |
Sector Composition
| 1 | Financials | 0% |
| 2 | Materials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Franco-Nevada
FNV
$36.3B
| – | – |
-446,000
| Closed | -$29M |
|
|
2
White Mountains Insurance
WTM
$4.71B
| – | – |
-665
| Closed | -$581K |
|