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
$536M
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$7.93M
3
+$7.04M
4
AXP icon
American Express
AXP
+$6.42M
5
COO icon
Cooper Companies
COO
+$451K

Top Sells

1
+$19.6M
2
+$11.5M
3
+$5.58M
4
EIGI
Endurance International Group Holdings, Inc.
EIGI
+$4.48M
5
SIRO
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
+$3.25M

Sector Composition

1 Healthcare 21.92%
2 Consumer Staples 14.15%
3 Consumer Discretionary 13.77%
4 Industrials 11.32%
5 Technology 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.29M 0.61%
70,935
52
$2.69M 0.5%
18,644
-400
53
$2.66M 0.5%
32,170
-400
54
$2.6M 0.49%
63,989
-50
55
$2.18M 0.41%
24,664
56
$2.12M 0.4%
24,381
57
$2.01M 0.38%
48,400
-38,814
58
$1.74M 0.32%
8
-3
59
$1.66M 0.31%
19,836
-590
60
$1.62M 0.3%
14,625
61
$1.57M 0.29%
13,780
-3,250
62
$1.47M 0.27%
46,956
63
$1.17M 0.22%
24,800
64
$985K 0.18%
20,247
-697
65
$976K 0.18%
39,570
+1,324
66
$966K 0.18%
6,042
-1,525
67
$965K 0.18%
34,162
68
$884K 0.16%
16,128
-325
69
$884K 0.16%
14,204
-100
70
$758K 0.14%
6,800
71
$736K 0.14%
12,340
-1,164
72
$671K 0.13%
25,784
-400
73
$566K 0.11%
9,093
-60
74
$442K 0.08%
6,850
75
$431K 0.08%
2,873
1 2
3
4