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
$1.03B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$4.42M
3
+$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.64M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.1M

Top Sells

1
+$12.3M
2
+$7.56M
3
+$6.89M
4
AXP icon
American Express
AXP
+$3.06M
5
NKE icon
Nike
NKE
+$2.65M

Sector Composition

1 Technology 32.95%
2 Healthcare 12.01%
3 Consumer Discretionary 11.03%
4 Consumer Staples 10.71%
5 Financials 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.12%
3,158
52
$1.23M 0.12%
10,827
53
$1.22M 0.12%
6,182
54
$1.21M 0.12%
11,618
55
$1.12M 0.11%
1,950
+300
56
$1.1M 0.11%
2,090
-395
57
$1.07M 0.1%
5,085
58
$867K 0.08%
1,755
+133
59
$838K 0.08%
10,000
60
$792K 0.08%
6,521
61
$775K 0.08%
5,000
62
$671K 0.07%
4,805
63
$629K 0.06%
2,733
64
$619K 0.06%
1,225
65
$596K 0.06%
11,685
66
$593K 0.06%
2,190
67
$529K 0.05%
1,150
-38
68
$526K 0.05%
4,344
+375
69
$501K 0.05%
2,657
70
$483K 0.05%
1,500
71
$438K 0.04%
2,568
+468
72
$437K 0.04%
846
+80
73
$392K 0.04%
3,449
74
$389K 0.04%
5,800
75
$381K 0.04%
770
+70
1 2
3
4