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
$734M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$6.13M
3
+$4.74M
4
EOG icon
EOG Resources
EOG
+$4.03M
5
BSX icon
Boston Scientific
BSX
+$3.73M

Top Sells

1
+$10.2M
2
+$6.75M
3
+$3.45M
4
ABT icon
Abbott
ABT
+$2.9M
5
PG icon
Procter & Gamble
PG
+$2.81M

Sector Composition

1 Healthcare 22.17%
2 Consumer Discretionary 15%
3 Technology 14.66%
4 Financials 11.87%
5 Consumer Staples 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.6M 1.86%
103,978
-972
27
$13.4M 1.82%
186,755
-4,600
28
$12.8M 1.75%
98,455
-2,175
29
$10.6M 1.45%
411,300
-2,850
30
$10.3M 1.41%
122,580
-2,080
31
$10.2M 1.39%
49,016
-494
32
$9.84M 1.34%
120,073
-1,589
33
$9.11M 1.24%
379,860
-500
34
$8.83M 1.2%
63,367
-1,775
35
$7.92M 1.08%
110,025
-8,435
36
$7.5M 1.02%
95,512
-2,000
37
$6.3M 0.86%
21,491
+4
38
$5.65M 0.77%
119,285
-2,000
39
$4.73M 0.65%
43,163
-25,600
40
$4.55M 0.62%
101,285
-475
41
$4.31M 0.59%
56,192
-24,829
42
$4.04M 0.55%
32,721
-700
43
$3.66M 0.5%
29,422
-300
44
$3.42M 0.47%
23,564
-70,152
45
$3.32M 0.45%
15,585
-210
46
$3.18M 0.43%
10
47
$2.25M 0.31%
26,737
-34,450
48
$2.15M 0.29%
25,645
49
$1.77M 0.24%
36,910
-2,700
50
$1.6M 0.22%
9,275
1
2
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