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
$824M
AUM Growth
-$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$596K
3
+$176K
4
DHR icon
Danaher
DHR
+$149K
5
TMO icon
Thermo Fisher Scientific
TMO
+$116K

Top Sells

1
+$1.01M
2
+$611K
3
+$434K
4
LIN icon
Linde
LIN
+$389K
5
VRAY
ViewRay, Inc.
VRAY
+$362K

Sector Composition

1 Technology 27.42%
2 Healthcare 13.53%
3 Financials 12.04%
4 Consumer Discretionary 11.69%
5 Consumer Staples 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$957K 0.12%
7,315
-100
52
$917K 0.11%
2,335
-700
53
$913K 0.11%
12,843
54
$811K 0.1%
19,285
55
$802K 0.1%
5,110
-200
56
$696K 0.08%
13,175
57
$689K 0.08%
3,933
58
$662K 0.08%
1,672
59
$652K 0.08%
7,041
-15
60
$600K 0.07%
4,805
61
$597K 0.07%
1,990
62
$541K 0.07%
5,800
63
$536K 0.07%
1,225
64
$519K 0.06%
14,597
65
$455K 0.06%
2,190
66
$440K 0.05%
9,922
67
$423K 0.05%
1,575
68
$389K 0.05%
5,000
69
$366K 0.04%
4,144
70
$355K 0.04%
3,453
71
$342K 0.04%
975
72
$339K 0.04%
1,310
73
$313K 0.04%
7,200
74
$286K 0.03%
3,969
75
$280K 0.03%
766
1 2
3
4