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
$961M
AUM Growth
+$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$8.05M
3
+$918K
4
AAPL icon
Apple
AAPL
+$916K
5
MSFT icon
Microsoft
MSFT
+$881K

Top Sells

1
+$21.5M
2
+$5.19M
3
+$2.01M
4
BDX icon
Becton Dickinson
BDX
+$1.54M
5
HD icon
Home Depot
HD
+$1.53M

Sector Composition

1 Technology 23.1%
2 Healthcare 22.04%
3 Consumer Discretionary 13.77%
4 Financials 11.33%
5 Consumer Staples 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.2M 1.58%
170,889
+4,940
27
$14.4M 1.5%
31,992
+135
28
$13.9M 1.44%
196,697
+2,910
29
$13.5M 1.41%
232,856
-2,655
30
$13.4M 1.39%
364,970
-1,350
31
$13.1M 1.37%
59,615
-9,125
32
$12.4M 1.29%
28,953
-3,034
33
$12M 1.25%
+200,046
34
$9.59M 1%
121,333
-5,514
35
$8.77M 0.91%
54,321
-467
36
$7.49M 0.78%
49,770
-765
37
$5.42M 0.56%
67,520
38
$3.58M 0.37%
21,339
-1,400
39
$3.19M 0.33%
28,879
-50
40
$2.99M 0.31%
69,513
-123
41
$2.47M 0.26%
20,924
-1,625
42
$2.31M 0.24%
16,509
-743
43
$1.8M 0.19%
30,546
44
$1.71M 0.18%
21,748
-592
45
$1.56M 0.16%
5,713
-190
46
$1.52M 0.16%
14,944
-1,800
47
$1.51M 0.16%
10,307
-1,615
48
$1.36M 0.14%
12,628
-1,975
49
$1.24M 0.13%
22,119
-3,253
50
$1.18M 0.12%
15,561
-68,694
1
2
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