TAM
Taurus Asset Management Portfolio holdings
AUM
$986M
This Quarter Return
+9.65%
1 Year Return
+5.04%
3 Year Return
+26.94%
5 Year Return
+134.98%
10 Year Return
+234.76%
AUM
$486M
AUM Growth
+$486M
(+12%)
Cap. Flow
+$15.2M
Cap. Flow
% of AUM
3.13%
Top 10 Holdings %
Top 10 Hldgs %
25.26%
Holding
112
New
8
Increased
24
Reduced
44
Closed
5
Top Buys
| 1 |
BKW
BURGER KING WORLDWIDE
BKW
|
$6.86M |
| 2 |
Xylem
XYL
|
$5.08M |
| 3 |
Allison Transmission
ALSN
|
$4.98M |
| 4 |
Deere & Co
DE
|
$3.9M |
| 5 |
Gen Digital
GEN
|
$2.31M |
Top Sells
| 1 |
eBay
EBAY
|
$4.09M |
| 2 |
BBBY
Bed Bath & Beyond Inc
BBBY
|
$3.67M |
| 3 |
3M
MMM
|
$2.89M |
| 4 |
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
|
$2.52M |
| 5 |
CSX Corp
CSX
|
$1.16M |
Sector Composition
| 1 | Healthcare | 16.78% |
| 2 | Consumer Staples | 14.93% |
| 3 | Industrials | 13.66% |
| 4 | Technology | 13.34% |
| 5 | Financials | 10.59% |
