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
$680M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$5.96M
3
+$5.17M
4
CELG
Celgene Corp
CELG
+$3.86M
5
ORCL icon
Oracle
ORCL
+$2.83M

Top Sells

1
+$9.87M
2
+$7.45M
3
+$5.88M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.89M
5
TMO icon
Thermo Fisher Scientific
TMO
+$774K

Sector Composition

1 Healthcare 18.81%
2 Technology 14.39%
3 Consumer Staples 13.7%
4 Consumer Discretionary 13.66%
5 Financials 12.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.4M 1.83%
103,956
+85,456
27
$12.2M 1.8%
62,157
+427
28
$11.5M 1.7%
140,528
-1,994
29
$11.5M 1.68%
95,490
+779
30
$11M 1.62%
52,893
-35,672
31
$10.6M 1.57%
175,861
-2,464
32
$10.3M 1.52%
97,732
-88
33
$10M 1.48%
39,384
-290
34
$9.88M 1.45%
208,892
+59,925
35
$9.52M 1.4%
68,141
+925
36
$8.94M 1.32%
121,380
-79,800
37
$8.71M 1.28%
121,985
-300
38
$7.84M 1.15%
111,790
+210
39
$7.81M 1.15%
133,520
+2,520
40
$7.63M 1.12%
91,225
-522
41
$7.01M 1.03%
128,760
-9,300
42
$6.83M 1%
74,316
+150
43
$5.64M 0.83%
21,131
-172
44
$5.55M 0.82%
57,412
-900
45
$4.4M 0.65%
52,638
-247
46
$4.11M 0.61%
133,130
47
$3.98M 0.59%
31,772
+1,018
48
$3.84M 0.57%
67,315
+320
49
$3.58M 0.53%
36,076
-2,700
50
$3.41M 0.5%
17,215
-217
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2
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