TAM

Taurus Asset Management Portfolio holdings

AUM $986M
1-Year Est. Return 5.04%
This Quarter Est. Return
1 Year Est. Return
+5.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$540M
AUM Growth
+$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$3.29M
3
+$2.95M
4
JPM icon
JPMorgan Chase
JPM
+$2.56M
5
NKE icon
Nike
NKE
+$1.19M

Top Sells

1
+$8.78M
2
+$5.77M
3
+$667K
4
IBM icon
IBM
IBM
+$579K
5
UPS icon
United Parcel Service
UPS
+$454K

Sector Composition

1 Healthcare 19.69%
2 Consumer Staples 18.2%
3 Consumer Discretionary 13.39%
4 Technology 11.06%
5 Industrials 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.97M 1.85%
65,422
-105
27
$9.56M 1.77%
88,318
+50
28
$9.17M 1.7%
126,307
+500
29
$9.14M 1.69%
65,616
-180
30
$8.41M 1.56%
100,615
-230
31
$8.25M 1.53%
78,233
-4,305
32
$7.92M 1.47%
115,720
+1,806
33
$7.66M 1.42%
78,020
34
$7.48M 1.38%
70,572
-275
35
$7.45M 1.38%
72,650
36
$6.94M 1.29%
60,661
-2,280
37
$6.78M 1.26%
52,999
-250
38
$6.7M 1.24%
106,885
-100
39
$6.38M 1.18%
111,610
-100,805
40
$6.31M 1.17%
164,040
-400
41
$5.65M 1.05%
27,481
-3,245
42
$5.6M 1.04%
+55,980
43
$5.25M 0.97%
219,948
+500
44
$5.21M 0.97%
141,256
-5,525
45
$3.66M 0.68%
64,114
-600
46
$3.44M 0.64%
36,061
-410
47
$2.9M 0.54%
69,435
-1,000
48
$2.47M 0.46%
17,394
49
$2.4M 0.44%
30,125
50
$1.92M 0.35%
24,381
1
2
3 4