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
$685M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$6.88M
3
+$6.3M
4
TMO icon
Thermo Fisher Scientific
TMO
+$2.55M
5
HUBB icon
Hubbell
HUBB
+$2.25M

Top Sells

1
+$12.3M
2
+$9.78M
3
+$4.69M
4
CHD icon
Church & Dwight Co
CHD
+$3.74M
5
CELG
Celgene Corp
CELG
+$888K

Sector Composition

1 Healthcare 20.7%
2 Technology 15.98%
3 Consumer Discretionary 14.81%
4 Consumer Staples 11.52%
5 Financials 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.07M 0.45%
16,455
-435
52
$2.93M 0.43%
44,927
-584
53
$2.82M 0.41%
10
54
$2.1M 0.31%
42,210
-200
55
$1.51M 0.22%
10,475
56
$1.5M 0.22%
23,948
-500
57
$1.26M 0.18%
25,845
-555
58
$1.25M 0.18%
28,400
-300
59
$1.23M 0.18%
37,361
60
$1.19M 0.17%
17,748
61
$1.03M 0.15%
42,422
+4,148
62
$1.01M 0.15%
24,312
-200
63
$966K 0.14%
19,195
-392
64
$940K 0.14%
13,894
65
$934K 0.14%
5,062
66
$602K 0.09%
2,882
67
$589K 0.09%
3,725
68
$576K 0.08%
4,243
69
$568K 0.08%
8,204
-1,100
70
$505K 0.07%
5,927
71
$457K 0.07%
8,100
-300
72
$431K 0.06%
5,504
73
$407K 0.06%
7,034
+964
74
$398K 0.06%
1,356
75
$362K 0.05%
2,700
-100
1 2
3
4 5