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
$808M
AUM Growth
+$87.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$8.14M
3
+$6.36M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$523K
5
CRM icon
Salesforce
CRM
+$226K

Top Sells

1
+$11.8M
2
+$5.07M
3
+$1.75M
4
AMZN icon
Amazon
AMZN
+$1.37M
5
BDX icon
Becton Dickinson
BDX
+$1.34M

Sector Composition

1 Healthcare 22.49%
2 Technology 17.81%
3 Consumer Discretionary 16.81%
4 Consumer Staples 13%
5 Financials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.19%
22,468
+124
52
$1.51M 0.19%
29,140
53
$1.42M 0.18%
30,792
-983
54
$1.06M 0.13%
5,850
+20
55
$1.05M 0.13%
4,138
56
$933K 0.12%
5,642
57
$905K 0.11%
15,221
-726
58
$857K 0.11%
6,225
-100
59
$770K 0.1%
8,850
60
$638K 0.08%
8,700
61
$616K 0.08%
19,846
62
$587K 0.07%
2,240
-10
63
$578K 0.07%
3,878
-365
64
$523K 0.06%
+1,555
65
$480K 0.06%
5,255
66
$437K 0.05%
1,935
+20
67
$416K 0.05%
1,352
+52
68
$403K 0.05%
2,720
69
$402K 0.05%
13,431
70
$386K 0.05%
4,876
71
$374K 0.05%
17,375
-2,134
72
$363K 0.04%
2,190
73
$358K 0.04%
2,177
74
$344K 0.04%
4,356
75
$327K 0.04%
1,375
1 2
3
4