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
$569M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$7.25M
3
+$5.87M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.18M
5
NKE icon
Nike
NKE
+$3.77M

Top Sells

1
+$7.88M
2
+$6.78M
3
+$6.38M
4
EBAY icon
eBay
EBAY
+$5.25M
5
MCD icon
McDonald's
MCD
+$577K

Sector Composition

1 Consumer Staples 22.41%
2 Healthcare 19.47%
3 Consumer Discretionary 11.19%
4 Communication Services 10.85%
5 Technology 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11M 1.94%
47,757
+974
27
$10.9M 1.92%
66,061
-2,665
28
$10.7M 1.88%
88,318
29
$10.4M 1.82%
124,217
-2,090
30
$9.84M 1.73%
65,214
-208
31
$9.52M 1.67%
64,988
-628
32
$9.26M 1.63%
98,790
-1,825
33
$8.66M 1.52%
114,620
-1,100
34
$7.94M 1.39%
78,020
35
$7.63M 1.34%
72,050
-600
36
$7.37M 1.29%
106,885
37
$7.29M 1.28%
69,162
-1,410
38
$6.96M 1.22%
162,160
-1,880
39
$6.52M 1.15%
58,001
-2,660
40
$5.76M 1.01%
27,486
+5
41
$4.32M 0.76%
135,181
-6,075
42
$3.9M 0.69%
63,052
-1,062
43
$3.67M 0.65%
35,061
-1,000
44
$2.69M 0.47%
68,435
-1,000
45
$2.57M 0.45%
29,435
-690
46
$2.5M 0.44%
17,294
-100
47
$2.16M 0.38%
24,381
48
$1.78M 0.31%
24,050
-223
49
$1.74M 0.31%
8
50
$1.69M 0.3%
13,230
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