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
$625M
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$4.2M
3
+$2.48M
4
AMZN icon
Amazon
AMZN
+$1.85M
5
FTV icon
Fortive
FTV
+$1.7M

Top Sells

1
+$11M
2
+$7.95M
3
+$7.64M
4
AMAT icon
Applied Materials
AMAT
+$7.14M
5
FMC icon
FMC
FMC
+$6.82M

Sector Composition

1 Healthcare 22.31%
2 Consumer Discretionary 15.18%
3 Technology 14.32%
4 Consumer Staples 12.7%
5 Financials 11.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.49M 0.24%
10,475
52
$1.37M 0.22%
28,900
53
$1.27M 0.2%
13,618
-38,507
54
$1.25M 0.2%
36,761
55
$1.07M 0.17%
19,068
56
$1.06M 0.17%
13,816
+33
57
$1.04M 0.17%
23,912
58
$1M 0.16%
23,282
-666
59
$976K 0.16%
5,012
-50
60
$854K 0.14%
39,621
-2,801
61
$736K 0.12%
5,613
-35,186
62
$721K 0.12%
11,255
63
$599K 0.1%
16,598
-900
64
$587K 0.09%
2,882
65
$539K 0.09%
4,243
66
$513K 0.08%
7,034
67
$507K 0.08%
5,927
68
$506K 0.08%
5,504
69
$502K 0.08%
9,600
+1,500
70
$478K 0.08%
8,204
71
$441K 0.07%
+2,825
72
$381K 0.06%
3,295
73
$365K 0.06%
1,281
-65
74
$314K 0.05%
6,048
75
$311K 0.05%
4,356
1 2
3
4