TAM
Taurus Asset Management Portfolio holdings
AUM
$986M
This Quarter Return
+3.14%
1 Year Return
+5.04%
3 Year Return
+26.94%
5 Year Return
+134.98%
10 Year Return
+234.76%
AUM
$569M
AUM Growth
+$569M
(+5.5%)
Cap. Flow
+$16.2M
Cap. Flow
% of AUM
2.84%
Top 10 Holdings %
Top 10 Hldgs %
34.37%
Holding
97
New
4
Increased
12
Reduced
40
Closed
7
Top Buys
| 1 |
Newell Brands
NWL
|
$24.5M |
| 2 |
Walt Disney
DIS
|
$7.25M |
| 3 |
CELG
Celgene Corp
CELG
|
$5.87M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$5.18M |
| 5 |
Nike
NKE
|
$3.77M |
Top Sells
| 1 |
United Parcel Service
UPS
|
$7.88M |
| 2 |
Perrigo
PRGO
|
$6.78M |
| 3 |
JWN
Nordstrom
JWN
|
$6.39M |
| 4 |
eBay
EBAY
|
$5.25M |
| 5 |
McDonald's
MCD
|
$577K |
Sector Composition
| 1 | Consumer Staples | 22.41% |
| 2 | Healthcare | 19.47% |
| 3 | Consumer Discretionary | 11.19% |
| 4 | Communication Services | 10.85% |
| 5 | Technology | 10.11% |
