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
$569M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$7.25M
3
+$5.87M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.18M
5
NKE icon
Nike
NKE
+$3.77M

Top Sells

1
+$7.88M
2
+$6.78M
3
+$6.38M
4
EBAY icon
eBay
EBAY
+$5.25M
5
MCD icon
McDonald's
MCD
+$577K

Sector Composition

1 Consumer Staples 22.41%
2 Healthcare 19.47%
3 Consumer Discretionary 11.19%
4 Communication Services 10.85%
5 Technology 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.58M 0.28%
14,025
52
$1.53M 0.27%
19,305
53
$1.46M 0.26%
44,640
-1,816
54
$1.44M 0.25%
27,116
-100
55
$1.42M 0.25%
24,800
56
$1.41M 0.25%
43,162
57
$1.17M 0.21%
35,862
58
$1.02M 0.18%
18,190
59
$840K 0.15%
5,518
-288
60
$766K 0.13%
6,800
61
$756K 0.13%
14,303
-1,575
62
$744K 0.13%
4,043
-177
63
$730K 0.13%
22,400
64
$615K 0.11%
11,140
65
$572K 0.1%
5,004
-150
66
$553K 0.1%
5,130
-73,103
67
$504K 0.09%
6,850
68
$496K 0.09%
3,778
+611
69
$464K 0.08%
12,960
+5,100
70
$445K 0.08%
7,461
71
$391K 0.07%
2,694
72
$346K 0.06%
6,290
73
$341K 0.06%
2,480
74
$339K 0.06%
4,356
75
$331K 0.06%
4,368
1 2
3
4