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
$540M
AUM Growth
+$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$3.29M
3
+$2.95M
4
JPM icon
JPMorgan Chase
JPM
+$2.56M
5
NKE icon
Nike
NKE
+$1.19M

Top Sells

1
+$8.78M
2
+$5.77M
3
+$667K
4
IBM icon
IBM
IBM
+$579K
5
UPS icon
United Parcel Service
UPS
+$454K

Sector Composition

1 Healthcare 19.69%
2 Consumer Staples 18.2%
3 Consumer Discretionary 13.39%
4 Technology 11.06%
5 Industrials 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.76M 0.33%
13,230
52
$1.71M 0.32%
8
53
$1.58M 0.29%
24,273
-223
54
$1.51M 0.28%
14,025
55
$1.5M 0.28%
46,456
56
$1.48M 0.27%
24,800
-500
57
$1.42M 0.26%
19,305
58
$1.28M 0.24%
43,162
59
$1.27M 0.23%
27,216
-100
60
$1.09M 0.2%
35,862
61
$984K 0.18%
18,190
62
$870K 0.16%
5,806
63
$858K 0.16%
15,878
64
$754K 0.14%
6,800
65
$725K 0.13%
4,220
-51,133
66
$663K 0.12%
22,400
-1,600
67
$588K 0.11%
5,154
-300
68
$540K 0.1%
11,140
-500
69
$458K 0.08%
2,240
70
$439K 0.08%
7,461
71
$438K 0.08%
6,850
72
$422K 0.08%
+3,167
73
$390K 0.07%
2,694
-3,997
74
$334K 0.06%
4,368
75
$334K 0.06%
2,480
1 2
3
4