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
$824M
AUM Growth
-$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$596K
3
+$176K
4
DHR icon
Danaher
DHR
+$149K
5
TMO icon
Thermo Fisher Scientific
TMO
+$116K

Top Sells

1
+$1.01M
2
+$611K
3
+$434K
4
LIN icon
Linde
LIN
+$389K
5
VRAY
ViewRay, Inc.
VRAY
+$362K

Sector Composition

1 Technology 27.42%
2 Healthcare 13.53%
3 Financials 12.04%
4 Consumer Discretionary 11.69%
5 Consumer Staples 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.7M 1.78%
185,040
-620
27
$14.5M 1.76%
344,816
-6,350
28
$13.6M 1.64%
167,208
-1,448
29
$13.3M 1.61%
16,127
-80
30
$12.3M 1.49%
59,902
-550
31
$10.6M 1.28%
102,878
+952
32
$10.4M 1.26%
18,560
-585
33
$10.2M 1.23%
35,535
+260
34
$10M 1.22%
67,272
-1,231
35
$8.07M 0.98%
39,636
-500
36
$7.7M 0.93%
45,443
-482
37
$7.61M 0.92%
93,138
+7,300
38
$6.88M 0.84%
22,415
-600
39
$6.24M 0.76%
40,061
40
$4.48M 0.54%
160,666
-7,360
41
$3.46M 0.42%
29,428
42
$2.5M 0.3%
27,345
43
$2.15M 0.26%
12,748
44
$1.94M 0.24%
13,301
-10
45
$1.76M 0.21%
53,203
-1,400
46
$1.42M 0.17%
2,640
47
$1.25M 0.15%
12,928
48
$1.08M 0.13%
7,257
-825
49
$1.06M 0.13%
2
50
$971K 0.12%
3,558
1
2
3 4