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
$685M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$6.88M
3
+$6.3M
4
TMO icon
Thermo Fisher Scientific
TMO
+$2.55M
5
HUBB icon
Hubbell
HUBB
+$2.25M

Top Sells

1
+$12.3M
2
+$9.78M
3
+$4.69M
4
CHD icon
Church & Dwight Co
CHD
+$3.74M
5
CELG
Celgene Corp
CELG
+$888K

Sector Composition

1 Healthcare 20.7%
2 Technology 15.98%
3 Consumer Discretionary 14.81%
4 Consumer Staples 11.52%
5 Financials 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$348K 0.05%
2,615
-64
77
$335K 0.05%
6,048
78
$335K 0.05%
2,506
79
$330K 0.05%
7,490
-3,750
80
$324K 0.05%
1,300
81
$316K 0.05%
7,300
82
$307K 0.04%
1,351
83
$297K 0.04%
4,356
84
$288K 0.04%
2,088
85
$281K 0.04%
3,295
86
$281K 0.04%
1,985
87
$277K 0.04%
825
88
$262K 0.04%
886
+155
89
$256K 0.04%
1,375
90
$241K 0.04%
4,543
91
$209K 0.03%
+2,190
92
$207K 0.03%
9,520
93
$206K 0.03%
5,364
94
$204K 0.03%
2,950
95
$69K 0.01%
1,020
96
– –
0
97
$7K ﹤0.01%
6,000
98
– –
-38,839
99
– –
-10,450
100
– –
-269,330
1 2 3
4
5