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
$715M
AUM Growth
+$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$9.15M
3
+$7.05M
4
EOG icon
EOG Resources
EOG
+$5.06M
5
AMAT icon
Applied Materials
AMAT
+$1.59M

Top Sells

1
+$7.7M
2
+$5.09M
3
+$4.08M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.68M
5
MSFT icon
Microsoft
MSFT
+$771K

Sector Composition

1 Healthcare 21.14%
2 Consumer Discretionary 15.44%
3 Technology 15.12%
4 Consumer Staples 12.57%
5 Financials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.1M 0.29%
13,708
+90
52
$1.91M 0.27%
25,645
53
$1.52M 0.21%
9,275
-1,200
54
$1.39M 0.19%
34,777
-1,984
55
$1.35M 0.19%
28,900
56
$1.13M 0.16%
19,068
57
$1.1M 0.15%
22,712
-1,200
58
$938K 0.13%
39,621
59
$937K 0.13%
10,881
-2,935
60
$886K 0.12%
3,657
+775
61
$837K 0.12%
4,407
-605
62
$666K 0.09%
15,284
-1,314
63
$620K 0.09%
18,982
-4,300
64
$597K 0.08%
5,927
65
$575K 0.08%
4,243
66
$541K 0.08%
9,200
-400
67
$534K 0.07%
5,354
-150
68
$438K 0.06%
7,004
-1,200
69
$429K 0.06%
2,575
-3,038
70
$428K 0.06%
3,295
71
$387K 0.05%
4,876
-2,158
72
$367K 0.05%
2,300
73
$337K 0.05%
1,300
74
$334K 0.05%
962
-319
75
$334K 0.05%
4,356
1 2
3
4