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
$680M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$5.96M
3
+$5.17M
4
CELG
Celgene Corp
CELG
+$3.86M
5
ORCL icon
Oracle
ORCL
+$2.83M

Top Sells

1
+$9.87M
2
+$7.45M
3
+$5.88M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.89M
5
TMO icon
Thermo Fisher Scientific
TMO
+$774K

Sector Composition

1 Healthcare 18.81%
2 Technology 14.39%
3 Consumer Staples 13.7%
4 Consumer Discretionary 13.66%
5 Financials 12.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.98M 0.44%
10
52
$2.58M 0.38%
13,625
-30
53
$2.07M 0.3%
44,910
+1,220
54
$1.9M 0.28%
24,448
55
$1.68M 0.25%
11,525
56
$1.61M 0.24%
40,173
+3,230
57
$1.52M 0.22%
26,400
-171,935
58
$1.35M 0.2%
29,400
59
$1.27M 0.19%
18,842
+286
60
$1.2M 0.18%
6,794
+1,097
61
$1.18M 0.17%
40,011
+3,670
62
$1.12M 0.16%
14,843
-335
63
$1.04M 0.15%
19,687
+1,950
64
$973K 0.14%
24,912
+2,192
65
$898K 0.13%
5,162
+44
66
$669K 0.1%
4,243
+475
67
$634K 0.09%
9,504
68
$576K 0.08%
3,725
+1,275
69
$536K 0.08%
2,882
-172
70
$511K 0.08%
3,494
71
$449K 0.07%
5,504
+290
72
$442K 0.07%
8,400
+1,180
73
$427K 0.06%
5,927
74
$425K 0.06%
10,450
-1,275
75
$385K 0.06%
2,679
+164
1 2
3
4 5