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
+$534K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.35M
3
+$1.63M
4
DHR icon
Danaher
DHR
+$1.52M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$805K

Top Sells

1
+$1.19M
2
+$1.07M
3
+$992K
4
AAPL icon
Apple
AAPL
+$851K
5
AMZN icon
Amazon
AMZN
+$801K

Sector Composition

1 Technology 33.38%
2 Financials 11.54%
3 Consumer Discretionary 11.22%
4 Healthcare 10.07%
5 Consumer Staples 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAT icon
51
Caterpillar
CAT
$245B
$1.15M 0.11%
3,158
META icon
52
Meta Platforms (Facebook)
META
$1.89T
$1.14M 0.11%
1,950
PFE icon
53
Pfizer
PFE
$141B
$1.14M 0.11%
42,925
-2,755
ABBV icon
54
AbbVie
ABBV
$402B
$1.1M 0.11%
6,182
CL icon
55
Colgate-Palmolive
CL
$62.7B
$1.06M 0.1%
11,618
VOO icon
56
Vanguard S&P 500 ETF
VOO
$779B
$1.03M 0.1%
1,915
-175
WSM icon
57
Williams-Sonoma
WSM
$23.4B
$926K 0.09%
5,000
MA icon
58
Mastercard
MA
$517B
$924K 0.09%
1,755
BSX icon
59
Boston Scientific
BSX
$152B
$893K 0.09%
10,000
PM icon
60
Philip Morris
PM
$240B
$783K 0.08%
6,506
-15
YUM icon
61
Yum! Brands
YUM
$39.6B
$645K 0.06%
4,805
MO icon
62
Altria Group
MO
$107B
$611K 0.06%
11,685
ADI icon
63
Analog Devices
ADI
$120B
$581K 0.06%
2,733
LOW icon
64
Lowe's Companies
LOW
$136B
$528K 0.05%
2,140
-50
BRK.B icon
65
Berkshire Hathaway Class B
BRK.B
$1.05T
$510K 0.05%
1,125
-25
IDXX icon
66
Idexx Laboratories
IDXX
$51.6B
$506K 0.05%
1,225
GE icon
67
GE Aerospace
GE
$328B
$443K 0.04%
2,657
GS icon
68
Goldman Sachs
GS
$244B
$441K 0.04%
770
ORCL icon
69
Oracle
ORCL
$801B
$428K 0.04%
2,568
AVGO icon
70
Broadcom
AVGO
$1.7T
$422K 0.04%
1,820
SPGI icon
71
S&P Global
SPGI
$151B
$421K 0.04%
846
AMGN icon
72
Amgen
AMGN
$156B
$391K 0.04%
1,500
PODD icon
73
Insulet
PODD
$22.8B
$372K 0.04%
1,425
CMCSA icon
74
Comcast
CMCSA
$109B
$357K 0.03%
9,525
+400
RTX icon
75
RTX Corp
RTX
$239B
$344K 0.03%
2,969
-1,375
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