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
$680M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$5.96M
3
+$5.17M
4
CELG
Celgene Corp
CELG
+$3.86M
5
ORCL icon
Oracle
ORCL
+$2.83M

Top Sells

1
+$9.87M
2
+$7.45M
3
+$5.88M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.89M
5
TMO icon
Thermo Fisher Scientific
TMO
+$774K

Sector Composition

1 Healthcare 18.81%
2 Technology 14.39%
3 Consumer Staples 13.7%
4 Consumer Discretionary 13.66%
5 Financials 12.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$378K 0.06%
1,126
77
$371K 0.05%
6,048
+2,600
78
$368K 0.05%
2,506
+335
79
$364K 0.05%
4,496
+140
80
$344K 0.05%
+7,300
81
$344K 0.05%
6,405
+220
82
$337K 0.05%
1,351
83
$336K 0.05%
1,650
-50
84
$328K 0.05%
2,800
85
$311K 0.05%
13,352
86
$307K 0.05%
+2,088
87
$293K 0.04%
5,225
88
$281K 0.04%
7,457
-2,871
89
$278K 0.04%
5,210
90
$278K 0.04%
+3,295
91
$271K 0.04%
4,543
-500
92
$266K 0.04%
+1,985
93
$250K 0.04%
5,200
94
$243K 0.04%
+825
95
$241K 0.04%
3,050
96
$239K 0.04%
743
97
$237K 0.03%
4,000
98
$220K 0.03%
5,804
-880
99
$215K 0.03%
5,364
100
$209K 0.03%
9,520
1 2 3
4
5