Troy Asset Management Ltd (1601407) Portfolio


Number of Companies: 25
Inflow: $268,370 K
Outflow: $-37,052 K
Net Flow: $231,317 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
3006 19 Becton Dickinson And Co (BDX) Health Care Supplies 587,700 New Holding 587,700 $151.82 $89,224 $89,224
3000 32 American Express Co (AXP) Consumer Finance 1,270,300 New Holding 1,270,300 $61.40 $77,996 $77,996
3050 14 Wells Fargo And Co (WFC) Diversified Banks 1,801,000 Added More 1,587,500 $48.36 $76,771 $87,096
3058 62 Verizon Communications Inc (VZ) Telecom Carriers 1,286,485 Added More 387,264 $54.08 $20,943 $69,573
2985 20 Colgate-Palmolive Co (CL) Household Products 1,404,900 Added More 15,000 $70.65 $1,059 $99,256
3029 24 Coca-Cola Cothe (KO) Beverages 5,066,100 Added More 22,000 $46.38 $1,020 $235,016
3076 10 Johnson And Johnson (JNJ) Large Pharma 136,886 Added More 7,000 $108.19 $757 $14,811
3077 22 Procter And Gamble Cothe (PG) Household Products 769,750 Added More 7,250 $82.30 $596 $63,358
1755 13 Medtronic Plc (MDT) Medical Devices 127,000 No Change 0 $75.00 $0 $9,525
3031 8 Pfizer Inc (PFE) Large Pharma 33,000 No Change 0 $29.63 $0 $978
2759 28 Coach Inc (COH) Specialty Apparel Stores 127,500 No Change 0 $40.09 $0 $5,111
2904 10 Ebay Inc (EBAY) Ecommerce Discretionary 207,700 No Change 0 $23.86 $0 $4,955
2947 88 Intuit Inc (INTU) Application Software 52,200 No Change 0 $104.01 $0 $5,429
3065 7 Philip Morris International (PM) Tobacco 2,170,491 No Change 0 $98.11 $0 $212,946
3075 13 Exxon Mobil Corp (XOM) Integrated Oils 8,000 No Change 0 $83.58 $0 $668
3072 34 Microsoft Corp (MSFT) Infrastructure Software 3,403,990 No Change 0 $55.23 $0 $188,002
3059 25 Pepsico Inc (PEP) Beverages 35,374 No Change 0 $102.48 $0 $3,625
2990 40 Mondelez International Inc-A (MDLZ) Packaged Food 81,075 No Change 0 $40.11 $0 $3,252
1428 17 News Corp - Class A (NWSA) Publishing And Broadcasting 66,212 No Change 0 $12.77 $0 $845
3020 26 United Technologies Corp (UTX) Aircraft And Parts 12,000 No Change 0 $100.09 $0 $1,201
2907 20 Dr Pepper Snapple Group Inc (DPS) Beverages 1,154,000 No Change 0 $89.41 $0 $103,190
3049 6 General Electric Co (GE) Electrical Power Equipment 560 No Change 0 $31.79 $0 $17
2970 31 Fiserv Inc (FISV) Consumer Finance 82,800 Sold Some -4,200 $102.58 $-430 $8,493
3022 6 Altria Group Inc (MO) Tobacco 3,586,500 Sold Some -207,661 $62.66 $-13,012 $224,730
2909 5 Reynolds American Inc (RAI) Tobacco 3,811,000 Sold Some -469,292 $50.31 $-23,610 $191,731