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
$715M
AUM Growth
+$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$9.15M
3
+$7.05M
4
EOG icon
EOG Resources
EOG
+$5.06M
5
AMAT icon
Applied Materials
AMAT
+$1.59M

Top Sells

1
+$7.7M
2
+$5.09M
3
+$4.08M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.68M
5
MSFT icon
Microsoft
MSFT
+$771K

Sector Composition

1 Healthcare 21.14%
2 Consumer Discretionary 15.44%
3 Technology 15.12%
4 Consumer Staples 12.57%
5 Financials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.8M 1.79%
264,413
-2,775
27
$11.9M 1.66%
100,630
-3,497
28
$11.5M 1.61%
118,460
-4,940
29
$11.2M 1.57%
45,977
-231
30
$10.3M 1.44%
414,150
-6,075
31
$9.87M 1.38%
+121,662
32
$9.5M 1.33%
49,510
-150
33
$9.46M 1.32%
24,810
+23,985
34
$9.23M 1.29%
124,660
-2,700
35
$9.11M 1.27%
65,142
-2,999
36
$8.98M 1.26%
380,360
-4,700
37
$8.62M 1.2%
97,512
38
$7.16M 1%
68,763
-300
39
$6.96M 0.97%
121,285
40
$6.55M 0.92%
81,021
-2,649
41
$6.07M 0.85%
21,487
-9,479
42
$4.89M 0.68%
61,187
-3,200
43
$4.34M 0.61%
53,858
-531
44
$4.04M 0.56%
101,760
+40,025
45
$3.66M 0.51%
29,722
-450
46
$3.65M 0.51%
33,421
-250
47
$3.17M 0.44%
15,795
-250
48
$3.01M 0.42%
10
49
$2.17M 0.3%
43,586
-694
50
$2.13M 0.3%
39,610
-2,250
1
2
3 4