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
$961M
AUM Growth
+$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$8.05M
3
+$918K
4
AAPL icon
Apple
AAPL
+$916K
5
MSFT icon
Microsoft
MSFT
+$881K

Top Sells

1
+$21.5M
2
+$5.19M
3
+$2.01M
4
BDX icon
Becton Dickinson
BDX
+$1.54M
5
HD icon
Home Depot
HD
+$1.53M

Sector Composition

1 Technology 23.1%
2 Healthcare 22.04%
3 Consumer Discretionary 13.77%
4 Financials 11.33%
5 Consumer Staples 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.12%
8,400
52
$1.09M 0.11%
6,375
-40
53
$1.01M 0.11%
19,056
-2,084
54
$936K 0.1%
20,560
-1,974
55
$930K 0.1%
6,800
56
$902K 0.09%
1,450
57
$823K 0.09%
2
58
$768K 0.08%
4,585
-152
59
$760K 0.08%
2,240
60
$757K 0.08%
7,981
-1,999
61
$731K 0.08%
2,285
-60
62
$684K 0.07%
12,657
-437
63
$683K 0.07%
3,558
64
$631K 0.07%
1,816
-48
65
$628K 0.07%
2,720
66
$627K 0.07%
2,948
-300
67
$588K 0.06%
4,805
68
$576K 0.06%
2,404
-6,447
69
$513K 0.05%
1,300
70
$512K 0.05%
1,800
71
$487K 0.05%
1,130
72
$481K 0.05%
6,000
73
$444K 0.05%
2,190
74
$443K 0.05%
5,000
75
$431K 0.04%
514
1 2
3
4