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
$540M
AUM Growth
+$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$3.29M
3
+$2.95M
4
JPM icon
JPMorgan Chase
JPM
+$2.56M
5
NKE icon
Nike
NKE
+$1.19M

Top Sells

1
+$8.78M
2
+$5.77M
3
+$667K
4
IBM icon
IBM
IBM
+$579K
5
UPS icon
United Parcel Service
UPS
+$454K

Sector Composition

1 Healthcare 19.69%
2 Consumer Staples 18.2%
3 Consumer Discretionary 13.39%
4 Technology 11.06%
5 Industrials 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$331K 0.06%
6,193
77
$327K 0.06%
4,356
78
$318K 0.06%
6,290
79
$305K 0.06%
3,400
80
$301K 0.06%
1,910
81
$288K 0.05%
+60,200
82
$283K 0.05%
4,797
83
$279K 0.05%
7,320
84
$263K 0.05%
2,000
85
$253K 0.05%
4,000
86
$233K 0.04%
7,860
-1,700
87
$230K 0.04%
5,700
-100
88
$230K 0.04%
+3,000
89
$230K 0.04%
+38,335
90
$134K 0.02%
+1
91
$40K 0.01%
1,020
92
$39K 0.01%
2,977
93
$11K ﹤0.01%
+1,087
1 2 3
4