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
$685M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$6.88M
3
+$6.3M
4
TMO icon
Thermo Fisher Scientific
TMO
+$2.55M
5
HUBB icon
Hubbell
HUBB
+$2.25M

Top Sells

1
+$12.3M
2
+$9.78M
3
+$4.69M
4
CHD icon
Church & Dwight Co
CHD
+$3.74M
5
CELG
Celgene Corp
CELG
+$888K

Sector Composition

1 Healthcare 20.7%
2 Technology 15.98%
3 Consumer Discretionary 14.81%
4 Consumer Staples 11.52%
5 Financials 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.1M 1.77%
111,070
-655
27
$11.7M 1.7%
137,380
-300
28
$11.5M 1.68%
178,551
-775
29
$11.4M 1.67%
69,492
+8,531
30
$10.9M 1.6%
46,746
-2,788
31
$10.1M 1.47%
120,530
-425
32
$9.68M 1.41%
49,635
+36,010
33
$8.88M 1.3%
417,450
-225
34
$8.26M 1.21%
68,062
-15
35
$7.99M 1.17%
108,965
+200
36
$7.93M 1.16%
40,799
-110
37
$7.88M 1.15%
97,532
38
$7.48M 1.09%
127,060
-200
39
$7.35M 1.07%
94,996
-7,840
40
$7.17M 1.05%
86,720
-1,725
41
$6.89M 1.01%
121,385
42
$6.88M 1%
+148,860
43
$6.04M 0.88%
76,105
-11,185
44
$5.73M 0.84%
21,116
-1,655
45
$5.49M 0.8%
70,323
-2,570
46
$5.07M 0.74%
54,767
-416
47
$4.49M 0.66%
52,240
+1,390
48
$3.95M 0.58%
64,787
-1,000
49
$3.83M 0.56%
30,272
-100
50
$3.42M 0.5%
34,901
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