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
$808M
AUM Growth
+$87.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$8.14M
3
+$6.36M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$523K
5
CRM icon
Salesforce
CRM
+$226K

Top Sells

1
+$11.8M
2
+$5.07M
3
+$1.75M
4
AMZN icon
Amazon
AMZN
+$1.37M
5
BDX icon
Becton Dickinson
BDX
+$1.34M

Sector Composition

1 Healthcare 22.49%
2 Technology 17.81%
3 Consumer Discretionary 16.81%
4 Consumer Staples 13%
5 Financials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.9M 1.59%
129,523
-170
27
$12.2M 1.51%
44,061
28
$12.1M 1.49%
169,965
+75
29
$11.5M 1.42%
82,920
-12,633
30
$11.1M 1.37%
31,222
+20
31
$10.8M 1.34%
140,470
-2,135
32
$10.3M 1.28%
382,020
-3,280
33
$9M 1.11%
60,448
-1,000
34
$8.31M 1.03%
153,982
-1,279
35
$8.2M 1.01%
24,471
-372
36
$7.15M 0.88%
95,399
+99
37
$6M 0.74%
43,203
-360
38
$4.6M 0.57%
119,085
39
$4.39M 0.54%
126,178
-1,897
40
$3.2M 0.4%
10
41
$3.08M 0.38%
30,673
-283
42
$2.73M 0.34%
25,042
-39
43
$2.6M 0.32%
19,396
44
$2.55M 0.32%
70,870
-3,425
45
$2.51M 0.31%
11,786
-750
46
$2.23M 0.28%
25,931
47
$1.85M 0.23%
25,752
48
$1.8M 0.22%
28,222
-299
49
$1.75M 0.22%
51,003
-2,869
50
$1.65M 0.2%
18,881
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