TAM
Taurus Asset Management Portfolio holdings
AUM
$986M
This Quarter Return
+1.34%
1 Year Return
+5.04%
3 Year Return
+26.94%
5 Year Return
+134.98%
10 Year Return
+234.76%
AUM
$540M
AUM Growth
+$540M
(+1.3%)
Cap. Flow
+$2.37M
Cap. Flow
% of AUM
0.44%
Top 10 Holdings %
Top 10 Hldgs %
30.94%
Holding
93
New
7
Increased
16
Reduced
34
Closed
–
Top Buys
| 1 |
CELG
Celgene Corp
CELG
|
$5.6M |
| 2 |
US Bancorp
USB
|
$3.29M |
| 3 |
Colgate-Palmolive
CL
|
$2.95M |
| 4 |
JPMorgan Chase
JPM
|
$2.56M |
| 5 |
Nike
NKE
|
$1.19M |
Top Sells
| 1 |
SHPG
Shire pic
SHPG
|
$8.78M |
| 2 |
JWN
Nordstrom
JWN
|
$5.77M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$667K |
| 4 |
IBM
IBM
|
$578K |
| 5 |
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% |
