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
$734M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$6.13M
3
+$4.74M
4
EOG icon
EOG Resources
EOG
+$4.03M
5
BSX icon
Boston Scientific
BSX
+$3.73M

Top Sells

1
+$10.2M
2
+$6.75M
3
+$3.45M
4
ABT icon
Abbott
ABT
+$2.9M
5
PG icon
Procter & Gamble
PG
+$2.81M

Sector Composition

1 Healthcare 22.17%
2 Consumer Discretionary 15%
3 Technology 14.66%
4 Financials 11.87%
5 Consumer Staples 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.19%
19,661
-34,197
52
$1.4M 0.19%
27,500
-1,400
53
$1.39M 0.19%
32,775
-2,002
54
$1.21M 0.17%
6,455
-7,253
55
$1.16M 0.16%
22,712
56
$1.11M 0.15%
21,231
-22,355
57
$995K 0.14%
17,424
-1,644
58
$966K 0.13%
3,657
59
$890K 0.12%
9,750
-1,131
60
$853K 0.12%
33,718
-5,903
61
$798K 0.11%
4,332
-75
62
$673K 0.09%
5,927
63
$593K 0.08%
5,354
64
$578K 0.08%
4,243
65
$528K 0.07%
13,277
-2,007
66
$493K 0.07%
9,100
-100
67
$444K 0.06%
2,300
-275
68
$417K 0.06%
13,431
-5,551
69
$390K 0.05%
4,876
70
$380K 0.05%
2,300
71
$358K 0.05%
5,500
-1,504
72
$350K 0.05%
1,300
73
$349K 0.05%
2,001
74
$337K 0.05%
4,356
75
$317K 0.04%
2,402
1 2
3
4