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
$486M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$5.08M
3
+$4.98M
4
DE icon
Deere & Co
DE
+$3.9M
5
GEN icon
Gen Digital
GEN
+$2.31M

Top Sells

1
+$4.09M
2
+$3.67M
3
+$2.89M
4
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$2.52M
5
CSX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$956K 0.2%
23,852
77
$915K 0.19%
8,017
78
$860K 0.18%
14,979
79
$813K 0.17%
11,466
80
$724K 0.15%
6,800
81
$680K 0.14%
31,784
82
$679K 0.14%
17,472
-134
83
$600K 0.12%
12,219
84
$542K 0.11%
20,676
-1,797
85
$504K 0.1%
18,067
-5,019
86
$501K 0.1%
+3,698
87
$442K 0.09%
8,130
88
$397K 0.08%
4,368
89
$367K 0.08%
9,153
90
$338K 0.07%
4,896
91
$321K 0.07%
6,043
92
$309K 0.06%
3,680
93
$282K 0.06%
4,356
94
$269K 0.06%
2,260
95
$262K 0.05%
5,480
-682
96
$252K 0.05%
3,588
97
$231K 0.05%
3,240
98
$228K 0.05%
4,120
-500
99
$223K 0.05%
2,549
100
$215K 0.04%
+2,250
1 2 3
4
5