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
$958M
AUM Growth
+$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$8.33M
2
+$3.15M
3
+$974K
4
IDXX icon
Idexx Laboratories
IDXX
+$916K
5
JPM icon
JPMorgan Chase
JPM
+$902K

Top Sells

1
+$4.31M
2
+$1.1M
3
+$999K
4
ENOV icon
Enovis
ENOV
+$800K
5
LHX icon
L3Harris
LHX
+$350K

Sector Composition

1 Healthcare 22.07%
2 Technology 21.94%
3 Consumer Discretionary 14.38%
4 Financials 11.05%
5 Consumer Staples 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.45M 0.15%
25,372
-1,247
52
$1.43M 0.15%
6,415
+550
53
$1.19M 0.12%
21,140
54
$1.07M 0.11%
22,534
-200
55
$1.03M 0.11%
8,400
+1,100
56
$989K 0.1%
9,980
-25
57
$916K 0.1%
+1,450
58
$837K 0.09%
2
59
$816K 0.09%
4,737
+3,100
60
$792K 0.08%
3,248
+462
61
$779K 0.08%
2,240
62
$774K 0.08%
3,558
63
$734K 0.08%
13,094
-25
64
$726K 0.08%
+6,800
65
$691K 0.07%
2,345
+375
66
$681K 0.07%
+1,864
67
$624K 0.07%
2,720
68
$553K 0.06%
4,805
69
$512K 0.05%
1,300
70
$504K 0.05%
+6,000
71
$494K 0.05%
+1,800
72
$486K 0.05%
1,130
73
$450K 0.05%
514
+200
74
$425K 0.04%
2,190
75
$403K 0.04%
7,300
1 2
3
4